+4,277.4%
MU vs SHEL
+195.4%
+4,082.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.4% |
| 7D | -15.2% | -6.7% | -8.6% | -12.4% |
| 30D | -29.5% | -2.9% | -26.6% | -28.7% |
| 3M | -15.8% | +9.1% | -24.9% | -19.5% |
| 6M | -2.9% | +17.9% | -20.8% | -11.3% |
| YTD | +154.2% | +36.0% | +118.2% | +114.5% |
| 1Y | +186.6% | +31.8% | +154.8% | +145.6% |
| 3Y | +871.5% | +66.9% | +804.6% | +645.1% |
| 5Y | +911.7% | +160.6% | +751.1% | +503.0% |
| 10Y | +4,277.4% | +197.5% | +4,079.8% | +2,763.0% |
| All | +4,277.4% | +195.4% | +4,082.0% | +2,763.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling