+43.3%
SHEL vs TD
+61.0%
-17.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.1% |
| 7D | -3.2% | +1.4% | -4.5% | -3.0% |
| 30D | +5.5% | +10.2% | -4.7% | +6.0% |
| 3M | +14.4% | +8.1% | +6.2% | +14.7% |
| 6M | +16.2% | +22.3% | -6.1% | +16.5% |
| YTD | +42.4% | +39.0% | +3.4% | +41.2% |
| 1Y | +43.3% | +62.6% | -19.4% | +40.6% |
| All | +43.3% | +61.0% | -17.8% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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