+192.3%
SHEL vs GEN
+20.0%
+172.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +3.0% | -2.9% | +5.9% | +3.3% |
| 30D | +7.2% | +2.1% | +5.2% | +6.9% |
| 3M | +12.9% | +19.7% | -6.8% | +10.3% |
| 6M | +13.7% | +33.3% | -19.6% | +9.4% |
| YTD | +33.7% | +11.1% | +22.6% | +31.8% |
| 1Y | +37.9% | +3.0% | +34.9% | +37.4% |
| 3Y | +70.2% | +57.9% | +12.4% | +59.5% |
| 5Y | +192.3% | +20.6% | +171.7% | +179.8% |
| All | +192.3% | +20.0% | +172.3% | +179.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling