+210.0%
SHEL vs BTI
+73.8%
+136.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.6% |
| 7D | +4.1% | -0.2% | +4.3% | +4.2% |
| 30D | +8.4% | -1.1% | +9.5% | +8.7% |
| 3M | +13.7% | -8.8% | +22.5% | +17.5% |
| 6M | +12.7% | -4.0% | +16.7% | +13.3% |
| YTD | +35.3% | +0.4% | +34.9% | +33.0% |
| 1Y | +39.4% | +1.9% | +37.4% | +35.7% |
| 3Y | +71.5% | +108.5% | -37.1% | +16.4% |
| 5Y | +195.0% | +118.5% | +76.5% | +94.7% |
| All | +210.0% | +73.8% | +136.2% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling