+1,319.3%
MU vs SHEL
+186.2%
+1,133.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.2% | -2.5% |
| 7D | +7.2% | +1.9% | +5.2% | +6.4% |
| 30D | +14.0% | +8.7% | +5.3% | +10.6% |
| 3M | +5.4% | +11.0% | -5.6% | +1.1% |
| 6M | +170.3% | +14.6% | +155.7% | +154.3% |
| YTD | +250.7% | +33.3% | +217.4% | +208.4% |
| 1Y | +662.1% | +37.9% | +624.2% | +560.7% |
| 3Y | +1,341.2% | +69.7% | +1,271.5% | +1,064.1% |
| 5Y | +1,319.3% | +190.2% | +1,129.2% | +888.7% |
| All | +1,319.3% | +186.2% | +1,133.1% | +888.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling