+192.5%
SHEL vs MET
+82.5%
+110.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | 0.0% |
| 7D | +3.9% | -2.5% | +6.4% | +4.8% |
| 30D | +7.0% | 0.0% | +7.0% | +6.8% |
| 3M | +12.5% | +13.1% | -0.6% | +7.4% |
| 6M | +14.8% | +39.0% | -24.2% | +1.3% |
| YTD | +34.2% | +25.2% | +9.0% | +22.8% |
| 1Y | +37.0% | +25.6% | +11.4% | +24.8% |
| 3Y | +70.9% | +67.1% | +3.8% | +33.2% |
| 5Y | +192.5% | +85.1% | +107.4% | +107.8% |
| All | +192.5% | +82.5% | +110.0% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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