+1,237.1%
AAPL vs SHOP
+2,872.8%
-1,635.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +0.9% |
| 7D | -3.0% | -10.6% | +7.7% | -0.6% |
| 30D | +2.3% | -18.3% | +20.6% | +6.7% |
| 3M | +8.6% | +14.8% | -6.2% | +4.3% |
| 6M | +21.6% | -5.0% | +26.6% | +20.3% |
| YTD | +16.3% | -21.2% | +37.5% | +19.0% |
| 1Y | +35.1% | -11.6% | +46.7% | +33.6% |
| 3Y | +79.4% | +101.2% | -21.9% | +38.1% |
| 5Y | +109.8% | -15.7% | +125.5% | +79.6% |
| 10Y | +1,237.1% | +2,989.4% | -1,752.4% | +391.5% |
| All | +1,237.1% | +2,872.8% | -1,635.7% | +391.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling