+70.0%
SHEL vs HRB
+25.2%
+44.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +3.9% | -12.2% | +16.1% | +4.0% |
| 30D | +7.0% | -3.0% | +9.9% | +6.9% |
| 3M | +12.5% | +21.7% | -9.2% | +12.0% |
| 6M | +14.8% | +52.3% | -37.6% | +13.9% |
| YTD | +34.2% | +6.5% | +27.7% | +35.7% |
| 1Y | +37.0% | -6.7% | +43.7% | +40.0% |
| All | +70.0% | +25.2% | +44.8% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling