+210.0%
SHEL vs GEN
+159.8%
+50.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.7% |
| 7D | +4.1% | -1.3% | +5.4% | +4.3% |
| 30D | +8.4% | +6.1% | +2.3% | +7.5% |
| 3M | +13.7% | +27.0% | -13.2% | +10.0% |
| 6M | +12.7% | +43.9% | -31.2% | +6.8% |
| YTD | +35.3% | +13.0% | +22.3% | +32.4% |
| 1Y | +39.4% | +4.0% | +35.3% | +37.9% |
| 3Y | +71.5% | +66.2% | +5.3% | +57.9% |
| 5Y | +195.0% | +23.2% | +171.8% | +178.4% |
| All | +210.0% | +159.8% | +50.2% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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