+33.3%
SHEL vs TEM
-15.5%
+48.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +2.2% | +0.9% | +1.3% | +2.3% |
| 30D | +6.8% | +38.4% | -31.5% | +7.8% |
| 3M | +8.1% | +23.7% | -15.5% | +8.8% |
| 6M | +14.4% | +26.0% | -11.6% | +15.3% |
| YTD | +30.0% | +9.4% | +20.5% | +30.4% |
| 1Y | +33.3% | -17.3% | +50.6% | +35.0% |
| All | +33.3% | -15.5% | +48.8% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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