+2,423.9%
MUU vs SHEL
+51.2%
+2,372.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.7% |
| 7D | +3.6% | +3.9% | -0.4% | -0.7% |
| 30D | +22.3% | +7.0% | +15.4% | +13.5% |
| 3M | -8.2% | +12.5% | -20.7% | -21.3% |
| 6M | +256.3% | +14.8% | +241.6% | +181.9% |
| YTD | +534.4% | +34.2% | +500.2% | +263.9% |
| 1Y | +2,163.5% | +37.0% | +2,126.5% | +1,137.9% |
| All | +2,423.9% | +51.2% | +2,372.7% | +1,103.5% |
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