+44.5%
AAPL vs SHOP
-12.4%
+56.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -0.5% | -13.2% | +12.7% | +0.8% |
| 30D | +7.1% | -17.0% | +24.1% | +9.0% |
| 3M | +12.1% | +17.0% | -4.9% | +9.9% |
| 6M | +25.4% | -2.1% | +27.6% | +24.3% |
| YTD | +20.5% | -21.4% | +41.8% | +23.0% |
| 1Y | +44.5% | -11.0% | +55.5% | +46.2% |
| All | +44.5% | -12.4% | +56.9% | +46.2% |
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