+141.2%
AAPL vs SHOP
-4.6%
+145.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.1% |
| 7D | +5.0% | +2.8% | +2.2% | +4.4% |
| 30D | +3.5% | -14.2% | +17.7% | +6.3% |
| 3M | +13.1% | -5.5% | +18.6% | +13.5% |
| 6M | +19.0% | +32.8% | -13.8% | +10.8% |
| YTD | +28.5% | -8.9% | +37.5% | +27.1% |
| 1Y | +29.7% | -7.7% | +37.4% | +27.6% |
| 3Y | +89.2% | +139.0% | -49.8% | +47.1% |
| 5Y | +141.2% | -0.5% | +141.7% | +98.3% |
| All | +141.2% | -4.6% | +145.8% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling