+6,351.7%
AMD vs SHOP
+3,579.5%
+2,772.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.6% | +7.4% | +9.7% |
| 7D | -11.0% | -5.4% | -5.6% | -9.0% |
| 30D | -30.5% | -10.3% | -20.2% | -27.4% |
| 3M | -8.2% | +1.0% | -9.2% | -9.4% |
| 6M | +6.6% | +41.2% | -34.7% | -11.3% |
| YTD | +109.7% | -7.5% | +117.2% | +100.9% |
| 1Y | +88.9% | -4.6% | +93.5% | +77.8% |
| 3Y | +301.8% | +146.4% | +155.4% | +128.8% |
| 5Y | +229.4% | -2.5% | +231.9% | +141.5% |
| All | +6,351.7% | +3,579.5% | +2,772.2% | +818.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling