+188.8%
SHEL vs BND
-2.6%
+191.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +4.1% | -1.0% | +5.1% | +3.9% |
| 30D | +8.4% | -1.1% | +9.5% | +8.1% |
| 3M | +13.7% | -1.9% | +15.6% | +13.3% |
| 6M | +12.7% | -1.6% | +14.3% | +12.4% |
| YTD | +35.3% | -1.2% | +36.5% | +35.0% |
| 1Y | +39.4% | -0.7% | +40.1% | +39.1% |
| 3Y | +71.5% | +12.5% | +58.9% | +74.6% |
| All | +188.8% | -2.6% | +191.4% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 5y: compounded portfolio wealth divided by compounded BND 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…
5y analysis · Full analysis span regression · 6 months rolling