+188.9%
AMAT vs SHOP
+3.0%
+186.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.9% | +4.3% |
| 7D | -1.5% | -5.1% | +3.6% | -1.2% |
| 30D | -14.8% | +0.6% | -15.4% | -14.9% |
| 3M | -9.3% | +25.0% | -34.3% | -11.5% |
| 6M | +27.4% | +11.9% | +15.5% | +26.2% |
| YTD | +77.6% | -9.9% | +87.4% | +91.1% |
| 1Y | +188.9% | 0.0% | +189.0% | +201.2% |
| All | +188.9% | +3.0% | +186.0% | +201.2% |
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