+192.5%
SHEL vs INDA
+4.5%
+188.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.8% |
| 7D | +3.9% | -3.6% | +7.6% | +5.3% |
| 30D | +7.0% | -4.0% | +10.9% | +8.5% |
| 3M | +12.5% | +1.7% | +10.8% | +11.4% |
| 6M | +14.8% | -3.6% | +18.4% | +15.8% |
| YTD | +34.2% | -11.0% | +45.2% | +40.5% |
| 1Y | +37.0% | -9.5% | +46.5% | +42.2% |
| 3Y | +70.9% | +7.6% | +63.2% | +58.3% |
| 5Y | +192.5% | +4.8% | +187.8% | +176.8% |
| All | +192.5% | +4.5% | +188.1% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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