+115.3%
ADI vs SHEL
+68.4%
+46.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +2.6% | +3.0% | -0.4% | +1.6% |
| 30D | -4.6% | +7.2% | -11.8% | -6.9% |
| 3M | -9.5% | +12.9% | -22.4% | -13.5% |
| 6M | +14.8% | +13.7% | +1.2% | +8.7% |
| YTD | +35.8% | +33.7% | +2.1% | +18.3% |
| 1Y | +48.9% | +37.9% | +11.1% | +27.1% |
| All | +115.3% | +68.4% | +46.9% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 3y: compounded portfolio wealth divided by compounded SHEL 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…
3y analysis · Full analysis span regression · 6 months rolling