+162.6%
SHEL vs RMD
-7.7%
+170.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.1% | +1.3% |
| 7D | +0.8% | +2.1% | -1.3% | +0.6% |
| 30D | -3.6% | +2.1% | -5.7% | -3.8% |
| 3M | +12.0% | +6.2% | +5.8% | +11.4% |
| 6M | +19.7% | +19.4% | +0.3% | +17.7% |
| YTD | +39.6% | +0.5% | +39.1% | +39.3% |
| 1Y | +36.4% | -3.9% | +40.4% | +36.7% |
| 3Y | +70.2% | +72.5% | -2.3% | +59.2% |
| All | +162.6% | -7.7% | +170.3% | +158.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling