+37,071.2%
ADI vs SHEL
+2,460.3%
+34,610.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +0.4% | +2.2% | -1.8% | -0.2% |
| 30D | -3.8% | +6.8% | -10.6% | -5.6% |
| 3M | -15.3% | +8.1% | -23.4% | -17.3% |
| 6M | +6.7% | +14.4% | -7.7% | +2.1% |
| YTD | +34.8% | +30.0% | +4.8% | +24.2% |
| 1Y | +49.0% | +33.3% | +15.7% | +36.2% |
| 3Y | +108.1% | +66.4% | +41.6% | +78.6% |
| 5Y | +142.4% | +178.6% | -36.1% | +77.6% |
| 10Y | +589.9% | +198.4% | +391.5% | +378.2% |
| All | +37,071.2% | +2,460.3% | +34,610.9% | +21,546.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling