+159.0%
SHEL vs URI
+179.7%
-20.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.2% |
| 7D | -8.8% | -9.8% | +1.0% | -7.3% |
| 30D | +2.3% | +1.7% | +0.6% | +1.9% |
| 3M | +11.6% | -9.1% | +20.6% | +13.1% |
| 6M | +15.7% | +9.9% | +5.8% | +12.8% |
| YTD | +38.6% | +31.2% | +7.3% | +28.5% |
| 1Y | +38.5% | +25.9% | +12.5% | +29.5% |
| 3Y | +66.9% | +147.4% | -80.5% | +25.6% |
| All | +159.0% | +179.7% | -20.7% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 5y: compounded portfolio wealth divided by compounded URI 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…
5y analysis · Full analysis span regression · 6 months rolling