+12.8%
TEAM vs SHEL
+32.9%
-20.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.3% |
| 7D | -0.4% | +2.2% | -2.7% | +0.7% |
| 30D | +67.3% | +6.8% | +60.5% | +73.1% |
| 3M | +86.8% | +8.1% | +78.7% | +92.8% |
| 6M | +146.8% | +14.4% | +132.4% | +161.2% |
| YTD | +16.9% | +30.0% | -13.0% | +31.2% |
| 1Y | +12.8% | +33.3% | -20.5% | +28.1% |
| All | +12.8% | +32.9% | -20.1% | +28.1% |
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