+43.3%
SHEL vs TPG
+0.9%
+42.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.1% |
| 7D | -3.2% | +12.5% | -15.7% | -2.7% |
| 30D | +5.5% | +12.7% | -7.2% | +6.1% |
| 3M | +14.4% | +3.5% | +10.9% | +14.4% |
| 6M | +16.2% | +14.1% | +2.1% | +16.6% |
| YTD | +42.4% | -18.5% | +60.9% | +44.5% |
| 1Y | +43.3% | -1.8% | +45.1% | +44.5% |
| All | +43.3% | +0.9% | +42.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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