+42.6%
UNP vs SHW
+7.3%
+35.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.6% | -5.0% | -0.1% |
| 7D | +3.6% | +13.3% | -9.7% | 0.0% |
| 30D | +11.4% | +14.1% | -2.8% | +7.3% |
| 3M | +4.6% | +0.8% | +3.8% | +4.1% |
| 6M | +18.3% | +17.6% | +0.6% | +11.7% |
| YTD | +35.4% | +13.0% | +22.4% | +30.3% |
| 1Y | +42.6% | +7.0% | +35.6% | +41.2% |
| All | +42.6% | +7.3% | +35.3% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling