+66.4%
SHEL vs SUI
+12.1%
+54.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +2.2% | -2.8% | +5.1% | +2.7% |
| 30D | +6.8% | -1.2% | +8.0% | +7.0% |
| 3M | +8.1% | -1.7% | +9.9% | +8.3% |
| 6M | +14.4% | -10.5% | +24.9% | +16.4% |
| YTD | +30.0% | -1.8% | +31.8% | +30.1% |
| 1Y | +33.3% | -4.1% | +37.4% | +33.9% |
| All | +66.4% | +12.1% | +54.4% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling