+21.4%
U vs SHW
+4.4%
+17.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.1% |
| 7D | +24.4% | +4.2% | +20.1% | +23.2% |
| 30D | +7.4% | +11.3% | -3.9% | +5.2% |
| 3M | +16.8% | -1.8% | +18.6% | +16.4% |
| 6M | +78.8% | +12.7% | +66.1% | +76.0% |
| YTD | +14.0% | +10.4% | +3.5% | +5.9% |
| All | +21.4% | +4.4% | +17.0% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SHW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling