+802.8%
TEAM vs SHEL
+236.3%
+566.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.7% |
| 7D | -0.4% | +2.2% | -2.7% | -0.8% |
| 30D | +67.3% | +6.8% | +60.5% | +65.5% |
| 3M | +86.8% | +8.1% | +78.7% | +84.1% |
| 6M | +146.8% | +14.4% | +132.4% | +140.6% |
| YTD | +16.9% | +30.0% | -13.0% | +11.1% |
| 1Y | +12.8% | +33.3% | -20.5% | +6.6% |
| 3Y | -7.3% | +66.4% | -73.7% | -15.8% |
| 5Y | -50.7% | +178.6% | -229.3% | -58.7% |
| 10Y | +529.8% | +198.4% | +331.4% | +419.7% |
| All | +802.8% | +236.3% | +566.4% | +563.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling