+37.9%
SHEL vs BAM
-12.6%
+50.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.6% | +0.2% |
| 7D | +3.0% | -3.9% | +6.9% | +2.9% |
| 30D | +7.2% | -8.8% | +16.0% | +7.0% |
| 3M | +12.9% | +2.2% | +10.7% | +12.6% |
| 6M | +13.7% | +5.9% | +7.8% | +13.1% |
| YTD | +33.7% | -6.1% | +39.8% | +33.7% |
| 1Y | +37.9% | -11.6% | +49.5% | +40.7% |
| All | +37.9% | -12.6% | +50.5% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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