+43.3%
SHEL vs AMT
+13.5%
+29.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.0% | -6.3% | -2.8% |
| 7D | -3.2% | +6.0% | -9.2% | -3.9% |
| 30D | +5.5% | +20.1% | -14.6% | +3.0% |
| 3M | +14.4% | +12.4% | +2.0% | +12.6% |
| 6M | +16.2% | +9.9% | +6.2% | +14.3% |
| YTD | +42.4% | +14.4% | +28.0% | +36.8% |
| 1Y | +43.3% | +12.4% | +30.8% | +38.3% |
| All | +43.3% | +13.5% | +29.8% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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