+106,206.6%
MU vs SHEL
+2,460.3%
+103,746.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.8% |
| 7D | +9.0% | +2.2% | +6.7% | +8.0% |
| 30D | +13.8% | +6.8% | +7.0% | +10.9% |
| 3M | +2.1% | +8.1% | -6.0% | -1.4% |
| 6M | +153.8% | +14.4% | +139.4% | +138.5% |
| YTD | +256.4% | +30.0% | +226.4% | +218.3% |
| 1Y | +719.8% | +33.3% | +686.4% | +625.0% |
| 3Y | +1,360.4% | +66.4% | +1,293.9% | +1,089.5% |
| 5Y | +1,312.4% | +178.6% | +1,133.9% | +822.9% |
| 10Y | +6,142.6% | +198.4% | +5,944.2% | +3,735.2% |
| All | +106,206.6% | +2,460.3% | +103,746.4% | +50,468.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling