+282.5%
SHEL vs BND
+76.2%
+206.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +3.0% | -0.1% | +3.2% | +3.0% |
| 30D | +7.2% | -0.2% | +7.4% | +7.2% |
| 3M | +12.9% | -0.7% | +13.6% | +12.8% |
| 6M | +13.7% | -1.7% | +15.4% | +13.5% |
| YTD | +33.7% | -0.5% | +34.2% | +33.6% |
| 1Y | +37.9% | +0.4% | +37.5% | +37.9% |
| 3Y | +70.2% | +13.1% | +57.1% | +72.9% |
| 5Y | +192.3% | -2.1% | +194.4% | +189.2% |
| 10Y | +207.3% | +15.7% | +191.6% | +219.4% |
| All | +282.5% | +76.2% | +206.3% | +310.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling