+43.3%
SHEL vs AMDL
+108.7%
-65.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.2% |
| 7D | -3.2% | -30.7% | +27.6% | -3.2% |
| 30D | +5.5% | -43.8% | +49.3% | +5.6% |
| 3M | +14.4% | -24.5% | +38.9% | +14.1% |
| 6M | +16.2% | +44.7% | -28.5% | +14.1% |
| YTD | +42.4% | +204.0% | -161.6% | +33.8% |
| 1Y | +43.3% | +109.1% | -65.8% | +36.2% |
| All | +43.3% | +108.7% | -65.4% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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