+87.7%
WDC vs SHW
+2.6%
+85.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.6% |
| 7D | +16.3% | +0.7% | +15.6% | +16.2% |
| 30D | -18.3% | +8.4% | -26.7% | -18.2% |
| 3M | -31.4% | -2.2% | -29.2% | -30.3% |
| 6M | -36.3% | +13.3% | -49.6% | -39.6% |
| YTD | +80.8% | +9.2% | +71.6% | +74.9% |
| 1Y | +87.7% | +2.9% | +84.8% | +90.5% |
| All | +87.7% | +2.6% | +85.1% | +90.5% |
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 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