+163.3%
SHEL vs HDB
-22.2%
+185.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -3.9% | +6.9% | -10.9% | -4.8% |
| 30D | -3.7% | +15.2% | -18.9% | -5.7% |
| 3M | +9.1% | +11.7% | -2.6% | +7.2% |
| 6M | +16.7% | +7.5% | +9.2% | +15.0% |
| YTD | +36.8% | -28.8% | +65.6% | +45.3% |
| 1Y | +31.8% | -29.1% | +60.9% | +40.1% |
| 3Y | +67.9% | -7.0% | +74.9% | +66.4% |
| 5Y | +163.3% | -22.1% | +185.4% | +178.0% |
| All | +163.3% | -22.2% | +185.5% | +178.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling