+39.4%
SHEL vs FND
-45.3%
+84.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.9% |
| 7D | +4.1% | -5.8% | +9.9% | +3.7% |
| 30D | +8.4% | -20.2% | +28.6% | +6.9% |
| 3M | +13.7% | -12.0% | +25.7% | +12.9% |
| 6M | +12.7% | -18.5% | +31.2% | +13.3% |
| YTD | +35.3% | -22.3% | +57.6% | +36.5% |
| 1Y | +39.4% | -47.6% | +87.0% | +47.1% |
| All | +39.4% | -45.3% | +84.7% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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