+220.3%
SHEL vs GEN
+152.9%
+67.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.1% |
| 7D | +0.8% | +2.0% | -1.3% | +0.5% |
| 30D | -3.6% | +27.7% | -31.3% | -6.5% |
| 3M | +12.0% | +3.3% | +8.8% | +11.1% |
| 6M | +19.7% | +31.8% | -12.1% | +14.8% |
| YTD | +39.6% | +13.5% | +26.1% | +36.1% |
| 1Y | +36.4% | +16.0% | +20.4% | +32.5% |
| 3Y | +70.2% | +70.6% | -0.4% | +56.0% |
| 5Y | +169.2% | +32.1% | +137.1% | +151.1% |
| All | +220.3% | +152.9% | +67.4% | +156.5% |
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