+37.9%
SHEL vs ACWI
+21.5%
+16.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.6% |
| 7D | +1.9% | +1.1% | +0.9% | +1.9% |
| 30D | +8.7% | -0.2% | +8.8% | +8.7% |
| 3M | +11.0% | +4.7% | +6.3% | +10.3% |
| 6M | +14.6% | +14.5% | +0.1% | +11.6% |
| YTD | +33.3% | +14.6% | +18.7% | +30.3% |
| 1Y | +37.9% | +21.4% | +16.4% | +35.2% |
| All | +37.9% | +21.5% | +16.3% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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