+192.3%
SHEL vs HDB
-38.7%
+231.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.6% |
| 7D | +3.0% | -4.9% | +7.9% | +3.8% |
| 30D | +7.2% | -5.8% | +13.1% | +8.2% |
| 3M | +12.9% | -5.2% | +18.1% | +13.4% |
| 6M | +13.7% | -25.7% | +39.4% | +19.1% |
| YTD | +33.7% | -39.6% | +73.2% | +46.1% |
| 1Y | +37.9% | -36.9% | +74.8% | +49.1% |
| 3Y | +70.2% | -29.7% | +100.0% | +78.0% |
| 5Y | +192.3% | -37.8% | +230.1% | +226.6% |
| All | +192.3% | -38.7% | +231.1% | +226.6% |
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