+39.4%
UNP vs SHW
+3.5%
+35.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +4.2% | +1.9% | +2.3% | +3.7% |
| 30D | +5.6% | +8.1% | -2.5% | +3.4% |
| 3M | +2.0% | -2.8% | +4.8% | +2.6% |
| 6M | +15.4% | +15.0% | +0.4% | +9.6% |
| YTD | +32.7% | +9.0% | +23.7% | +29.6% |
| 1Y | +39.4% | +4.5% | +35.0% | +39.0% |
| All | +39.4% | +3.5% | +35.9% | +39.0% |
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