+4.6%
UNH vs SHW
+11.7%
-7.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -3.2% | -4.5% | +1.3% | -2.4% |
| 30D | -3.5% | -12.7% | +9.2% | -1.2% |
| 3M | -4.2% | +4.7% | -8.9% | -5.1% |
| 6M | +38.3% | -3.4% | +41.7% | +38.5% |
| YTD | +19.2% | -1.3% | +20.5% | +18.8% |
| 1Y | +15.0% | -10.4% | +25.3% | +16.6% |
| 3Y | -14.5% | +20.1% | -34.6% | -19.3% |
| 5Y | +4.6% | +10.5% | -5.9% | +0.5% |
| All | +4.6% | +11.7% | -7.2% | +0.5% |
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