+79.9%
AAPL vs SHOP
+108.4%
-28.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.6% | +6.4% | +0.2% |
| 7D | -2.7% | -4.1% | +1.4% | -2.1% |
| 30D | +1.0% | -11.5% | +12.5% | +3.0% |
| 3M | +5.0% | +21.1% | -16.1% | +0.6% |
| 6M | +23.0% | +3.0% | +20.0% | +20.3% |
| YTD | +16.6% | -16.7% | +33.3% | +18.3% |
| 1Y | +33.4% | -8.3% | +41.7% | +31.7% |
| 3Y | +79.9% | +112.8% | -33.0% | +48.0% |
| All | +79.9% | +108.4% | -28.6% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling