+43.3%
SHEL vs BNY
+45.2%
-1.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -2.4% |
| 7D | -3.2% | +2.8% | -5.9% | -3.4% |
| 30D | +5.5% | +6.7% | -1.2% | +5.0% |
| 3M | +14.4% | -2.2% | +16.6% | +14.5% |
| 6M | +16.2% | +16.8% | -0.6% | +13.0% |
| YTD | +42.4% | +33.9% | +8.5% | +34.2% |
| 1Y | +43.3% | +43.9% | -0.6% | +32.3% |
| All | +43.3% | +45.2% | -1.9% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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