+84,752.5%
MU vs SHEL
+2,595.5%
+82,157.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +11.7% |
| 7D | +2.0% | -3.9% | +5.9% | +3.7% |
| 30D | -18.0% | -3.7% | -14.3% | -16.9% |
| 3M | -6.6% | +9.1% | -15.7% | -9.9% |
| 6M | +2.0% | +16.7% | -14.7% | -4.8% |
| YTD | +184.5% | +36.8% | +147.6% | +148.3% |
| 1Y | +236.9% | +31.8% | +205.1% | +198.3% |
| 3Y | +987.0% | +67.9% | +919.1% | +781.3% |
| 5Y | +1,014.6% | +163.3% | +851.3% | +643.9% |
| 10Y | +4,609.2% | +210.7% | +4,398.5% | +2,744.2% |
| All | +84,752.5% | +2,595.5% | +82,157.0% | +39,344.3% |
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 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