+39.4%
SHEL vs ENTG
+75.7%
-36.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.9% |
| 7D | +4.1% | +1.2% | +2.9% | +4.1% |
| 30D | +8.4% | -12.9% | +21.2% | +8.1% |
| 3M | +13.7% | -3.1% | +16.8% | +13.6% |
| 6M | +12.7% | +21.0% | -8.3% | +11.3% |
| YTD | +35.3% | +67.0% | -31.7% | +30.5% |
| 1Y | +39.4% | +68.6% | -29.3% | +36.0% |
| All | +39.4% | +75.7% | -36.3% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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