-49.6%
ZTS vs SHW
-7.8%
-41.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | -2.0% | -3.2% | +1.3% | -0.7% |
| 30D | +1.9% | -9.5% | +11.4% | +5.9% |
| 3M | -4.0% | +11.5% | -15.5% | -10.2% |
| 6M | -39.1% | -3.5% | -35.6% | -39.1% |
| YTD | -38.8% | +3.7% | -42.5% | -41.0% |
| 1Y | -49.6% | -7.9% | -41.7% | -49.2% |
| All | -49.6% | -7.8% | -41.7% | -49.2% |
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