+162.6%
SHEL vs SUI
-26.4%
+189.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | +0.8% | -1.5% | +2.3% | +1.1% |
| 30D | -3.6% | +3.7% | -7.3% | -4.3% |
| 3M | +12.0% | -0.4% | +12.4% | +12.0% |
| 6M | +19.7% | -2.8% | +22.5% | +20.0% |
| YTD | +39.6% | -1.6% | +41.3% | +39.5% |
| 1Y | +36.4% | -2.1% | +38.5% | +36.4% |
| 3Y | +70.2% | +18.5% | +51.7% | +62.0% |
| All | +162.6% | -26.4% | +189.1% | +174.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling