+43.3%
SHEL vs MP
-35.7%
+79.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.1% | +2.8% | -2.2% |
| 7D | -3.2% | -12.5% | +9.4% | -3.1% |
| 30D | +5.5% | -23.3% | +28.9% | +5.8% |
| 3M | +14.4% | -24.4% | +38.7% | +14.6% |
| 6M | +16.2% | -45.8% | +61.9% | +18.0% |
| YTD | +42.4% | -28.9% | +71.3% | +42.6% |
| 1Y | +43.3% | -34.6% | +77.9% | +43.5% |
| All | +43.3% | -35.7% | +79.0% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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