+67.6%
UBER vs SHW
+155.5%
-87.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | +1.9% | -0.3% | +0.5% |
| 30D | +0.6% | +8.1% | -7.5% | -4.3% |
| 3M | -8.2% | -2.8% | -5.4% | -6.9% |
| 6M | -6.7% | +15.0% | -21.7% | -15.6% |
| YTD | -14.7% | +9.0% | -23.7% | -21.2% |
| 1Y | -24.1% | +4.5% | -28.5% | -28.0% |
| 3Y | +33.4% | +41.9% | -8.4% | -1.3% |
| 5Y | +54.5% | +10.7% | +43.7% | +33.2% |
| All | +67.6% | +155.5% | -87.9% | -34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling