+210.0%
SHEL vs NI
+143.3%
+66.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | +8.4% | -1.4% | +9.8% | +8.9% |
| 3M | +13.7% | -10.6% | +24.3% | +18.4% |
| 6M | +12.7% | -9.3% | +22.0% | +16.4% |
| YTD | +35.3% | +1.1% | +34.2% | +33.9% |
| 1Y | +39.4% | +3.4% | +36.0% | +36.4% |
| 3Y | +71.5% | +67.9% | +3.6% | +36.3% |
| 5Y | +195.0% | +98.0% | +97.1% | +115.4% |
| All | +210.0% | +143.3% | +66.8% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling