+37.0%
SHEL vs TECH
+34.5%
+2.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +3.9% | -0.5% | +4.4% | +3.9% |
| 30D | +7.0% | 0.0% | +6.9% | +7.0% |
| 3M | +12.5% | +37.4% | -25.0% | +12.3% |
| 6M | +14.8% | +36.9% | -22.1% | +14.5% |
| YTD | +34.2% | +23.1% | +11.1% | +35.2% |
| 1Y | +37.0% | +42.2% | -5.2% | +40.0% |
| All | +37.0% | +34.5% | +2.5% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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