+2,595.5%
SHEL vs GEN
+8,835.9%
-6,240.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.4% |
| 7D | -3.9% | -0.8% | -3.1% | -3.9% |
| 30D | -3.7% | +31.2% | -34.9% | -6.1% |
| 3M | +9.1% | +6.1% | +3.0% | +8.1% |
| 6M | +16.7% | +38.1% | -21.4% | +12.6% |
| YTD | +36.8% | +14.4% | +22.4% | +34.0% |
| 1Y | +31.8% | +15.1% | +16.7% | +28.9% |
| 3Y | +67.9% | +68.5% | -0.6% | +57.8% |
| 5Y | +163.3% | +35.8% | +127.5% | +150.3% |
| 10Y | +210.7% | +155.4% | +55.3% | +172.8% |
| All | +2,595.5% | +8,835.9% | -6,240.4% | +1,989.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling