+67.6%
SHEL vs AHR
+357.7%
-290.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | +3.0% | -4.3% | +7.4% | +3.4% |
| 30D | +7.2% | -3.1% | +10.3% | +7.4% |
| 3M | +12.9% | +15.7% | -2.8% | +11.4% |
| 6M | +13.7% | +4.1% | +9.6% | +13.2% |
| YTD | +33.7% | +15.4% | +18.2% | +31.4% |
| 1Y | +37.9% | +28.0% | +9.9% | +33.6% |
| All | +67.6% | +357.7% | -290.1% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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