+69.7%
SHEL vs GEN
+57.7%
+12.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.3% | +2.8% |
| 7D | +1.9% | -0.7% | +2.6% | +2.0% |
| 30D | +8.7% | +2.6% | +6.0% | +8.3% |
| 3M | +11.0% | +15.8% | -4.8% | +9.0% |
| 6M | +14.6% | +33.1% | -18.6% | +10.7% |
| YTD | +33.3% | +11.3% | +22.0% | +32.3% |
| 1Y | +37.9% | +1.7% | +36.2% | +39.0% |
| 3Y | +69.7% | +58.1% | +11.6% | +73.8% |
| All | +69.7% | +57.7% | +12.0% | +73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling