+33.3%
SHEL vs FRSH
-3.3%
+36.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.7% | +5.4% | +0.5% |
| 7D | +2.2% | -8.2% | +10.4% | +1.9% |
| 30D | +6.8% | +10.5% | -3.7% | +7.3% |
| 3M | +8.1% | +32.7% | -24.6% | +9.5% |
| 6M | +14.4% | +50.3% | -35.9% | +17.1% |
| YTD | +30.0% | +3.9% | +26.0% | +28.8% |
| 1Y | +33.3% | -2.2% | +35.5% | +31.4% |
| All | +33.3% | -3.3% | +36.7% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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