+68.9%
SHEL vs TECH
+1.5%
+67.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +1.9% | +0.2% | +1.8% | +1.9% |
| 30D | +8.7% | +0.1% | +8.5% | +8.6% |
| 3M | +11.0% | +37.5% | -26.5% | +8.4% |
| 6M | +14.6% | +34.6% | -20.0% | +11.7% |
| YTD | +33.3% | +23.5% | +9.8% | +30.9% |
| 1Y | +37.9% | +34.4% | +3.5% | +34.0% |
| All | +68.9% | +1.5% | +67.4% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling