-29.8%
NOW vs SHEL
+36.9%
-66.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -4.1% | +3.0% | -7.1% | -3.9% |
| 30D | +2.9% | +7.2% | -4.3% | +3.2% |
| 3M | +22.6% | +12.9% | +9.7% | +22.6% |
| 6M | +7.5% | +13.7% | -6.2% | +7.8% |
| YTD | -14.4% | +33.7% | -48.1% | -11.5% |
| 1Y | -29.8% | +37.9% | -67.7% | -27.5% |
| All | -29.8% | +36.9% | -66.7% | -27.5% |
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 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