+68.0%
SHEL vs SUI
+17.1%
+50.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.8% |
| 7D | -1.6% | -3.8% | +2.3% | -0.9% |
| 30D | -4.3% | +3.9% | -8.3% | -5.0% |
| 3M | +10.4% | +0.2% | +10.2% | +10.2% |
| 6M | +17.5% | -4.2% | +21.7% | +18.2% |
| YTD | +37.8% | -2.5% | +40.3% | +37.9% |
| 1Y | +33.8% | -4.0% | +37.8% | +34.3% |
| All | +68.0% | +17.1% | +50.9% | +63.2% |
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