+43.3%
SHEL vs BTG
+24.4%
+18.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.7% | -11.0% | -2.2% |
| 7D | -3.2% | -0.2% | -3.0% | -3.1% |
| 30D | +5.5% | -0.8% | +6.3% | +5.6% |
| 3M | +14.4% | +31.8% | -17.5% | +13.5% |
| 6M | +16.2% | +20.4% | -4.3% | +15.2% |
| YTD | +42.4% | +14.7% | +27.7% | +41.6% |
| 1Y | +43.3% | +29.4% | +13.9% | +40.4% |
| All | +43.3% | +24.4% | +18.9% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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