+86.1%
ARM vs SHEL
+32.9%
+53.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +4.0% |
| 7D | +5.5% | +2.2% | +3.2% | +5.9% |
| 30D | -8.2% | +6.8% | -15.0% | -7.2% |
| 3M | -35.9% | +8.1% | -44.0% | -34.2% |
| 6M | +103.1% | +14.4% | +88.7% | +105.5% |
| YTD | +130.6% | +30.0% | +100.7% | +124.8% |
| 1Y | +86.1% | +33.3% | +52.7% | +78.1% |
| All | +86.1% | +32.9% | +53.2% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling