+2,543.2%
SHEL vs NI
+5,096.4%
-2,553.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +3.9% | -0.6% | +4.5% | +4.2% |
| 30D | +7.0% | -1.4% | +8.4% | +7.5% |
| 3M | +12.5% | -10.6% | +23.1% | +17.3% |
| 6M | +14.8% | -9.9% | +24.7% | +19.0% |
| YTD | +34.2% | +1.2% | +33.0% | +32.8% |
| 1Y | +37.0% | +4.4% | +32.6% | +33.6% |
| 3Y | +70.9% | +68.6% | +2.3% | +35.7% |
| 5Y | +192.5% | +98.0% | +94.5% | +114.6% |
| 10Y | +208.5% | +143.6% | +64.8% | +102.2% |
| All | +2,543.2% | +5,096.4% | -2,553.3% | +588.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling