+30.6%
UPS vs SHW
+7.3%
+23.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.6% | -1.9% | +2.3% |
| 7D | +8.2% | +13.3% | -5.1% | +3.5% |
| 30D | +22.7% | +14.1% | +8.6% | +16.8% |
| 3M | +6.4% | +0.8% | +5.7% | +5.8% |
| 6M | +22.6% | +17.6% | +5.0% | +14.0% |
| YTD | +20.7% | +13.0% | +7.7% | +14.8% |
| 1Y | +30.6% | +7.0% | +23.6% | +28.4% |
| All | +30.6% | +7.3% | +23.4% | +28.4% |
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 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