+492.0%
SHEL vs HDB
+4,259.4%
-3,767.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.9% | +1.2% |
| 7D | +0.8% | +2.7% | -2.0% | 0.0% |
| 30D | -3.6% | +14.1% | -17.7% | -7.3% |
| 3M | +12.0% | +11.8% | +0.2% | +8.1% |
| 6M | +19.7% | +8.2% | +11.5% | +15.9% |
| YTD | +39.6% | -29.3% | +69.0% | +51.4% |
| 1Y | +36.4% | -28.8% | +65.2% | +47.6% |
| 3Y | +70.2% | -7.5% | +77.7% | +67.8% |
| 5Y | +169.2% | -23.1% | +192.3% | +174.7% |
| 10Y | +217.1% | +63.7% | +153.4% | +152.0% |
| All | +492.0% | +4,259.4% | -3,767.3% | +145.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling