+188.8%
SHEL vs MRSH
+18.2%
+170.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | +4.1% | -4.8% | +8.9% | +5.1% |
| 30D | +8.4% | -6.3% | +14.7% | +9.7% |
| 3M | +13.7% | +5.8% | +7.9% | +12.0% |
| 6M | +12.7% | +2.8% | +9.9% | +11.5% |
| YTD | +35.3% | -3.1% | +38.4% | +35.4% |
| 1Y | +39.4% | -11.3% | +50.6% | +42.4% |
| 3Y | +71.5% | -5.0% | +76.4% | +70.4% |
| All | +188.8% | +18.2% | +170.6% | +164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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