+39.4%
SHEL vs HRB
-6.2%
+45.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.9% |
| 7D | +4.1% | -8.0% | +12.1% | +3.6% |
| 30D | +8.4% | -16.0% | +24.3% | +7.3% |
| 3M | +13.7% | +26.9% | -13.2% | +15.5% |
| 6M | +12.7% | +51.1% | -38.4% | +16.8% |
| YTD | +35.3% | +7.1% | +28.3% | +33.0% |
| 1Y | +39.4% | -9.6% | +49.0% | +35.4% |
| All | +39.4% | -6.2% | +45.5% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling