+1,924.6%
NOW vs SHEL
+193.4%
+1,731.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.7% |
| 7D | -8.7% | -6.7% | -2.1% | -7.2% |
| 30D | -29.3% | -2.9% | -26.4% | -29.0% |
| 3M | -21.8% | +9.1% | -30.9% | -23.8% |
| 6M | +9.2% | +17.9% | -8.7% | +4.3% |
| YTD | -35.0% | +36.0% | -71.0% | -40.4% |
| 1Y | -42.5% | +31.8% | -74.3% | -46.9% |
| 3Y | -21.5% | +66.9% | -88.4% | -32.3% |
| 5Y | -25.8% | +160.6% | -186.3% | -43.3% |
| 10Y | +506.3% | +197.5% | +308.8% | +325.1% |
| All | +1,924.6% | +193.4% | +1,731.2% | +1,317.5% |
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 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