+162.6%
SHEL vs IAU
+105.6%
+57.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.8% | -4.6% | +5.4% | +1.7% |
| 30D | -3.6% | -5.4% | +1.9% | -2.6% |
| 3M | +12.0% | -10.9% | +22.9% | +14.4% |
| 6M | +19.7% | -17.4% | +37.1% | +24.5% |
| YTD | +39.6% | -10.2% | +49.9% | +40.6% |
| 1Y | +36.4% | -7.1% | +43.5% | +35.7% |
| 3Y | +70.2% | +97.7% | -27.5% | +24.5% |
| All | +162.6% | +105.6% | +57.0% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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