+69.4%
SHEL vs ATI
+358.3%
-288.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +3.0% | +2.4% | +0.6% | +2.8% |
| 30D | +7.2% | -9.5% | +16.7% | +8.1% |
| 3M | +12.9% | +10.4% | +2.5% | +11.6% |
| 6M | +13.7% | +31.8% | -18.1% | +10.0% |
| YTD | +33.7% | +80.0% | -46.3% | +24.1% |
| 1Y | +37.9% | +175.8% | -138.0% | +20.9% |
| All | +69.4% | +358.3% | -288.9% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ATI 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling