+469.2%
SHEL vs GRMN
+6,622.3%
-6,153.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | +1.9% | +0.2% | +1.8% | +1.9% |
| 30D | +8.7% | -11.3% | +20.0% | +11.6% |
| 3M | +11.0% | +17.7% | -6.7% | +6.3% |
| 6M | +14.6% | +14.2% | +0.4% | +10.1% |
| YTD | +33.3% | +37.0% | -3.7% | +22.3% |
| 1Y | +37.9% | +17.0% | +20.9% | +30.9% |
| 3Y | +69.7% | +183.2% | -113.5% | +26.6% |
| 5Y | +190.1% | +77.3% | +112.9% | +139.1% |
| 10Y | +197.0% | +630.9% | -433.9% | +76.3% |
| All | +469.2% | +6,622.3% | -6,153.1% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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