+50.3%
TER vs SHEL
+32.1%
+18.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.7% | +8.3% |
| 7D | +5.9% | -3.9% | +9.8% | +5.9% |
| 30D | -30.8% | -3.7% | -27.1% | -30.8% |
| 3M | -29.9% | +9.1% | -39.0% | -30.3% |
| 6M | -27.5% | +16.7% | -44.2% | -26.9% |
| YTD | +37.5% | +36.8% | +0.6% | +18.0% |
| 1Y | +50.3% | +31.8% | +18.5% | +33.7% |
| All | +50.3% | +32.1% | +18.1% | +33.7% |
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