+31.8%
SHEL vs PWR
+28.2%
+3.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.6% |
| 7D | -6.7% | -11.2% | +4.6% | -6.3% |
| 30D | -2.9% | -17.4% | +14.5% | -2.2% |
| 3M | +9.1% | -11.7% | +20.8% | +9.6% |
| 6M | +17.9% | -21.7% | +39.6% | +18.5% |
| YTD | +36.0% | +38.3% | -2.3% | +30.3% |
| 1Y | +31.8% | +29.6% | +2.2% | +26.4% |
| All | +31.8% | +28.2% | +3.5% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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