+66.0%
AMAT vs SHOP
-8.3%
+74.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -3.5% |
| 7D | +19.3% | +2.1% | +17.2% | +19.2% |
| 30D | -17.9% | -16.8% | -1.1% | -17.4% |
| 3M | -30.4% | -2.4% | -28.0% | -30.0% |
| 6M | -11.4% | +47.0% | -58.5% | -14.1% |
| YTD | +48.8% | -8.8% | +57.6% | +62.9% |
| 1Y | +66.0% | -6.3% | +72.3% | +78.8% |
| All | +66.0% | -8.3% | +74.3% | +78.8% |
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