+37.9%
SHEL vs URA
+18.3%
+19.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.3% |
| 7D | +3.0% | +5.7% | -2.7% | +2.9% |
| 30D | +7.2% | +5.6% | +1.6% | +7.0% |
| 3M | +12.9% | +6.2% | +6.7% | +12.6% |
| 6M | +13.7% | -8.2% | +21.9% | +14.2% |
| YTD | +33.7% | +9.7% | +24.0% | +33.5% |
| 1Y | +37.9% | +17.0% | +20.9% | +39.7% |
| All | +37.9% | +18.3% | +19.6% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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