+33.3%
SHEL vs AMIX
-81.0%
+114.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.7% |
| 7D | +2.2% | -13.7% | +16.0% | +2.2% |
| 30D | +6.8% | -62.1% | +68.9% | +6.6% |
| 3M | +8.1% | -46.2% | +54.3% | +8.4% |
| 6M | +14.4% | -46.4% | +60.8% | +15.1% |
| YTD | +30.0% | -60.3% | +90.2% | +30.7% |
| 1Y | +33.3% | -79.7% | +113.0% | +37.3% |
| All | +33.3% | -81.0% | +114.3% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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