+210.0%
SHEL vs UUUU
+465.5%
-255.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.4% |
| 7D | +4.1% | -10.5% | +14.6% | +5.4% |
| 30D | +8.4% | -10.5% | +18.9% | +9.5% |
| 3M | +13.7% | -14.1% | +27.8% | +14.8% |
| 6M | +12.7% | -35.5% | +48.2% | +16.3% |
| YTD | +35.3% | -10.9% | +46.2% | +32.1% |
| 1Y | +39.4% | +3.4% | +36.0% | +30.5% |
| 3Y | +71.5% | +73.1% | -1.7% | +41.4% |
| 5Y | +195.0% | +87.1% | +107.9% | +126.5% |
| All | +210.0% | +465.5% | -255.5% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling