+76,578.9%
MU vs SHEL
+2,623.6%
+73,955.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.3% |
| 7D | -12.0% | -5.8% | -6.3% | -9.9% |
| 30D | -28.7% | -1.3% | -27.4% | -28.5% |
| 3M | -16.4% | +12.7% | -29.2% | -20.5% |
| 6M | -1.8% | +19.9% | -21.7% | -9.3% |
| YTD | +157.1% | +38.3% | +118.8% | +123.5% |
| 1Y | +208.5% | +35.7% | +172.8% | +170.2% |
| 3Y | +906.2% | +71.7% | +834.4% | +708.8% |
| 5Y | +893.4% | +158.4% | +735.0% | +567.6% |
| 10Y | +4,271.9% | +204.1% | +4,067.8% | +2,557.1% |
| All | +76,578.9% | +2,623.6% | +73,955.3% | +35,398.0% |
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