+17,845.4%
WDC vs SHW
+20,643.9%
-2,798.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.6% |
| 7D | +1.7% | -3.2% | +5.0% | +3.4% |
| 30D | -10.0% | -9.5% | -0.4% | -5.6% |
| 3M | -18.8% | +11.5% | -30.2% | -24.6% |
| 6M | +79.0% | -3.5% | +82.6% | +78.4% |
| YTD | +171.6% | +3.7% | +167.8% | +161.3% |
| 1Y | +417.4% | -7.9% | +425.3% | +424.6% |
| 3Y | +1,251.8% | +24.7% | +1,227.1% | +1,060.1% |
| 5Y | +911.7% | +13.6% | +898.1% | +786.0% |
| 10Y | +1,399.6% | +283.0% | +1,116.7% | +617.3% |
| All | +17,845.4% | +20,643.9% | -2,798.5% | +1,235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling