+39.4%
SHEL vs BNY
+59.3%
-19.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.1% | -1.3% | +5.4% | +4.2% |
| 30D | +8.4% | -0.2% | +8.5% | +8.4% |
| 3M | +13.7% | +14.9% | -1.2% | +11.3% |
| 6M | +12.7% | +40.0% | -27.3% | +7.3% |
| YTD | +35.3% | +42.0% | -6.7% | +27.8% |
| 1Y | +39.4% | +56.9% | -17.5% | +30.5% |
| All | +39.4% | +59.3% | -19.9% | +30.5% |
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