+87.6%
SMH vs SHEL
+39.6%
+48.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.5% |
| 7D | +0.3% | +4.1% | -3.8% | +0.3% |
| 30D | -2.8% | +8.4% | -11.2% | -2.7% |
| 3M | -6.7% | +13.7% | -20.4% | -6.1% |
| 6M | +41.8% | +12.7% | +29.1% | +41.5% |
| YTD | +57.9% | +35.3% | +22.6% | +48.5% |
| 1Y | +87.6% | +39.4% | +48.3% | +76.6% |
| All | +87.6% | +39.6% | +48.1% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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