+74.5%
UBER vs SHW
+131.3%
-56.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.7% |
| 7D | -4.5% | -4.5% | 0.0% | -1.7% |
| 30D | -7.6% | -12.7% | +5.1% | +0.5% |
| 3M | +5.8% | +4.7% | +1.1% | +2.2% |
| 6M | +0.3% | -3.4% | +3.7% | +1.1% |
| YTD | -11.2% | -1.3% | -9.9% | -12.4% |
| 1Y | -23.0% | -10.4% | -12.6% | -19.6% |
| 3Y | +53.6% | +20.1% | +33.5% | +27.2% |
| 5Y | +81.9% | +10.5% | +71.4% | +54.5% |
| All | +74.5% | +131.3% | -56.8% | -27.3% |
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