+43.3%
SHEL vs MOH
+53.5%
-10.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.9% | -11.2% | -2.1% |
| 7D | -3.2% | +14.3% | -17.5% | -3.0% |
| 30D | +5.5% | +16.7% | -11.1% | +5.7% |
| 3M | +14.4% | +18.3% | -3.9% | +14.5% |
| 6M | +16.2% | +15.8% | +0.4% | +16.2% |
| YTD | +42.4% | +30.5% | +12.0% | +40.2% |
| 1Y | +43.3% | +49.3% | -6.0% | +40.1% |
| All | +43.3% | +53.5% | -10.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling