+76.2%
UBER vs SHW
+14.0%
+62.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.0% |
| 7D | -7.0% | -3.2% | -3.8% | -5.5% |
| 30D | -8.9% | -11.4% | +2.5% | -3.3% |
| 3M | +1.0% | +3.5% | -2.5% | -1.1% |
| 6M | -3.7% | -3.4% | -0.4% | -2.9% |
| YTD | -13.0% | -0.3% | -12.7% | -14.3% |
| 1Y | -25.5% | -10.4% | -15.1% | -22.6% |
| 3Y | +50.5% | +21.3% | +29.2% | +28.2% |
| 5Y | +76.2% | +12.9% | +63.3% | +42.4% |
| All | +76.2% | +14.0% | +62.1% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling