+43.3%
SHEL vs TRU
+2.1%
+41.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.6% | -6.8% | -2.0% |
| 7D | -3.2% | +10.5% | -13.7% | -2.7% |
| 30D | +5.5% | +28.7% | -23.2% | +7.1% |
| 3M | +14.4% | +0.7% | +13.7% | +13.9% |
| 6M | +16.2% | +19.3% | -3.2% | +17.5% |
| YTD | +42.4% | -3.7% | +46.2% | +42.9% |
| 1Y | +43.3% | +3.4% | +39.9% | +43.2% |
| All | +43.3% | +2.1% | +41.2% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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