+82.2%
UBER vs SHW
+143.2%
-60.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -3.9% | -3.2% | -0.6% | -1.9% |
| 30D | +11.1% | -9.5% | +20.6% | +18.1% |
| 3M | +4.9% | +11.5% | -6.5% | -2.6% |
| 6M | -1.2% | -3.5% | +2.4% | -0.2% |
| YTD | -7.3% | +3.7% | -11.0% | -11.3% |
| 1Y | -17.6% | -7.9% | -9.7% | -15.4% |
| 3Y | +61.1% | +24.7% | +36.4% | +30.5% |
| 5Y | +87.9% | +13.6% | +74.3% | +57.5% |
| All | +82.2% | +143.2% | -60.9% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling