+29.6%
AAPL vs SHOP
-4.8%
+34.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.9% |
| 7D | +1.8% | -2.5% | +4.2% | +2.0% |
| 30D | +4.3% | -16.7% | +21.0% | +5.7% |
| 3M | +16.6% | -2.2% | +18.8% | +16.5% |
| 6M | +21.6% | +45.6% | -23.9% | +16.9% |
| YTD | +31.2% | -7.3% | +38.4% | +30.4% |
| 1Y | +29.6% | -6.1% | +35.6% | +28.5% |
| All | +29.6% | -4.8% | +34.4% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling