+27.3%
V vs SHW
+5.9%
+21.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.6% | +4.2% | -3.6% | -0.3% |
| 30D | +9.7% | +11.3% | -1.5% | +7.4% |
| 3M | +17.3% | -1.8% | +19.1% | +17.3% |
| 6M | +33.2% | +12.7% | +20.5% | +29.8% |
| YTD | +21.3% | +10.4% | +10.9% | +15.4% |
| 1Y | +27.3% | +4.7% | +22.6% | +25.2% |
| All | +27.3% | +5.9% | +21.5% | +25.2% |
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