+511.2%
SHEL vs MET
+1,381.0%
-869.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.1% |
| 7D | +0.8% | +4.5% | -3.7% | -0.7% |
| 30D | -3.6% | +3.5% | -7.1% | -4.8% |
| 3M | +12.0% | +5.9% | +6.1% | +9.6% |
| 6M | +19.7% | +33.1% | -13.4% | +8.4% |
| YTD | +39.6% | +33.6% | +6.1% | +25.7% |
| 1Y | +36.4% | +32.7% | +3.8% | +23.0% |
| 3Y | +70.2% | +85.0% | -14.8% | +35.2% |
| 5Y | +169.2% | +85.6% | +83.6% | +111.9% |
| 10Y | +217.1% | +198.8% | +18.2% | +110.5% |
| All | +511.2% | +1,381.0% | -869.8% | +151.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling