+2,771.1%
NOW vs SHEL
+180.3%
+2,590.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.6% | -3.1% |
| 7D | -2.4% | +2.2% | -4.6% | -2.9% |
| 30D | +20.5% | +6.8% | +13.7% | +18.5% |
| 3M | +18.3% | +8.1% | +10.2% | +15.8% |
| 6M | +24.1% | +14.4% | +9.7% | +19.6% |
| YTD | -7.8% | +30.0% | -37.8% | -14.2% |
| 1Y | -21.4% | +33.3% | -54.7% | -27.4% |
| 3Y | +19.5% | +66.4% | -46.9% | +3.5% |
| 5Y | +4.1% | +178.6% | -174.5% | -21.7% |
| 10Y | +826.4% | +198.4% | +628.0% | +547.9% |
| All | +2,771.1% | +180.3% | +2,590.8% | +1,941.2% |
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