+50.0%
UNP vs SHW
+14.2%
+35.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.4% |
| 7D | -0.7% | -1.2% | +0.4% | -0.4% |
| 30D | -1.1% | -11.6% | +10.5% | +3.0% |
| 3M | +7.9% | +9.1% | -1.3% | +3.9% |
| 6M | +14.6% | -0.7% | +15.3% | +13.9% |
| YTD | +26.6% | +1.4% | +25.2% | +24.9% |
| 1Y | +35.6% | -12.3% | +47.8% | +40.5% |
| 3Y | +45.5% | +23.4% | +22.1% | +33.3% |
| 5Y | +50.0% | +15.0% | +35.0% | +36.5% |
| All | +50.0% | +14.2% | +35.7% | +36.5% |
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