+599.3%
MU vs SHEL
+38.4%
+560.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -4.9% |
| 7D | +2.0% | +3.9% | -1.9% | +2.2% |
| 30D | +12.5% | +7.0% | +5.6% | +12.9% |
| 3M | +9.6% | +12.5% | -2.9% | +11.1% |
| 6M | +142.6% | +14.8% | +127.8% | +140.6% |
| YTD | +242.7% | +34.2% | +208.5% | +216.1% |
| 1Y | +599.3% | +37.0% | +562.3% | +556.8% |
| All | +599.3% | +38.4% | +560.8% | +556.8% |
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