+504.3%
MUU vs SHEL
+43.6%
+460.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.2% | -11.8% | -14.8% |
| 7D | -35.9% | -3.2% | -32.7% | -36.5% |
| 30D | -47.1% | +5.5% | -52.7% | -45.9% |
| 3M | -29.8% | +14.4% | -44.2% | -27.0% |
| 6M | +16.0% | +16.2% | -0.1% | +25.8% |
| YTD | +286.1% | +42.4% | +243.7% | +233.1% |
| 1Y | +504.3% | +43.3% | +461.1% | +413.1% |
| All | +504.3% | +43.6% | +460.7% | +413.1% |
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