-26.7%
ZTS vs SHW
+7.3%
-34.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.6% | +0.8% | +4.2% |
| 7D | +15.4% | +13.3% | +2.1% | +8.8% |
| 30D | +25.8% | +14.1% | +11.6% | +18.2% |
| 3M | +18.1% | +0.8% | +17.3% | +16.7% |
| 6M | -19.7% | +17.6% | -37.4% | -27.0% |
| YTD | -27.5% | +13.0% | -40.5% | -34.5% |
| 1Y | -26.7% | +7.0% | -33.7% | -30.3% |
| All | -26.7% | +7.3% | -34.0% | -30.3% |
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