+43.3%
SHEL vs RMD
-1.9%
+45.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.9% | -8.2% | -1.8% |
| 7D | -3.2% | -3.9% | +0.7% | -3.2% |
| 30D | +5.5% | +7.9% | -2.4% | +6.2% |
| 3M | +14.4% | +8.1% | +6.3% | +14.9% |
| 6M | +16.2% | +15.5% | +0.6% | +17.9% |
| YTD | +42.4% | +0.7% | +41.8% | +44.4% |
| 1Y | +43.3% | -1.4% | +44.6% | +45.8% |
| All | +43.3% | -1.9% | +45.2% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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