+69.4%
SHEL vs AEIS
+172.0%
-102.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +3.0% | +6.5% | -3.4% | +2.6% |
| 30D | +7.2% | -9.2% | +16.4% | +7.8% |
| 3M | +12.9% | -8.3% | +21.2% | +12.6% |
| 6M | +13.7% | -6.3% | +20.0% | +12.1% |
| YTD | +33.7% | +36.5% | -2.8% | +24.7% |
| 1Y | +37.9% | +84.8% | -46.9% | +22.3% |
| All | +69.4% | +172.0% | -102.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 3y: compounded portfolio wealth divided by compounded AEIS 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…
3y analysis · Full analysis span regression · 6 months rolling