+2,460.3%
SHEL vs MSI
+4,045.9%
-1,585.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.8% |
| 7D | +2.2% | -3.7% | +5.9% | +3.0% |
| 30D | +6.8% | +6.8% | 0.0% | +5.4% |
| 3M | +8.1% | +14.3% | -6.2% | +5.2% |
| 6M | +14.4% | -1.3% | +15.7% | +14.2% |
| YTD | +30.0% | +23.1% | +6.9% | +24.2% |
| 1Y | +33.3% | -0.8% | +34.2% | +32.7% |
| 3Y | +66.4% | +70.9% | -4.5% | +48.0% |
| 5Y | +178.6% | +103.3% | +75.2% | +137.6% |
| 10Y | +198.4% | +599.2% | -400.8% | +102.4% |
| All | +2,460.3% | +4,045.9% | -1,585.6% | +1,046.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling