+14.3%
MMM vs SHEL
+31.3%
-17.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.3% |
| 7D | +7.0% | -6.7% | +13.6% | +6.6% |
| 30D | +18.4% | -2.9% | +21.3% | +18.1% |
| 3M | +4.5% | +9.1% | -4.6% | +4.8% |
| 6M | +33.4% | +17.9% | +15.5% | +34.1% |
| YTD | +20.0% | +36.0% | -16.1% | +17.4% |
| All | +14.3% | +31.3% | -17.0% | +12.9% |
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