+186.6%
MU vs SHEL
+33.4%
+153.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.3% |
| 7D | -15.2% | -6.7% | -8.6% | -16.2% |
| 30D | -29.5% | -2.9% | -26.6% | -29.6% |
| 3M | -15.8% | +9.1% | -24.9% | -14.4% |
| 6M | -2.9% | +17.9% | -20.8% | -0.1% |
| YTD | +154.2% | +36.0% | +118.2% | +137.9% |
| 1Y | +186.6% | +31.8% | +154.8% | +170.3% |
| All | +186.6% | +33.4% | +153.2% | +170.3% |
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