+186.4%
SHEL vs UUUU
+88.5%
+97.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +0.9% |
| 7D | +3.9% | -5.0% | +8.9% | +4.4% |
| 30D | +7.0% | -7.8% | +14.7% | +7.5% |
| 3M | +12.5% | -0.4% | +12.9% | +11.8% |
| 6M | +14.8% | -32.9% | +47.7% | +17.4% |
| YTD | +34.2% | -6.3% | +40.4% | +30.7% |
| 1Y | +37.0% | +7.9% | +29.1% | +28.6% |
| 3Y | +70.9% | +85.2% | -14.3% | +41.8% |
| All | +186.4% | +88.5% | +97.9% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling