+68.9%
SHEL vs HDB
-29.0%
+97.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.0% | +5.6% | +2.8% |
| 7D | +1.9% | -2.0% | +4.0% | +2.1% |
| 30D | +8.7% | -4.9% | +13.5% | +9.1% |
| 3M | +11.0% | -2.3% | +13.3% | +10.9% |
| 6M | +14.6% | -23.7% | +38.3% | +17.8% |
| YTD | +33.3% | -38.5% | +71.8% | +41.8% |
| 1Y | +37.9% | -36.5% | +74.3% | +45.8% |
| All | +68.9% | -29.0% | +97.8% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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