+451.0%
SHEL vs HDB
+3,812.1%
-3,361.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | +6.8% | -2.8% | +9.7% | +7.6% |
| 3M | +8.1% | -3.5% | +11.6% | +8.7% |
| 6M | +14.4% | -24.7% | +39.1% | +22.5% |
| YTD | +30.0% | -36.6% | +66.5% | +45.9% |
| 1Y | +33.3% | -34.4% | +67.7% | +48.0% |
| 3Y | +66.4% | -24.4% | +90.8% | +74.3% |
| 5Y | +178.6% | -35.4% | +213.9% | +199.9% |
| 10Y | +198.4% | +39.5% | +158.9% | +149.0% |
| All | +451.0% | +3,812.1% | -3,361.1% | +136.1% |
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