+192.5%
SHEL vs HRB
+109.9%
+82.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +3.9% | -12.2% | +16.1% | +4.8% |
| 30D | +7.0% | -3.0% | +9.9% | +6.9% |
| 3M | +12.5% | +21.7% | -9.2% | +10.4% |
| 6M | +14.8% | +52.3% | -37.6% | +10.2% |
| YTD | +34.2% | +6.5% | +27.7% | +33.9% |
| 1Y | +37.0% | -6.7% | +43.7% | +38.9% |
| 3Y | +70.9% | +25.1% | +45.8% | +63.6% |
| 5Y | +192.5% | +113.8% | +78.8% | +161.8% |
| All | +192.5% | +109.9% | +82.7% | +161.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling