+7,765.4%
AMD vs SHOP
+3,581.9%
+4,183.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.0% | -8.8% |
| 7D | +18.9% | -1.2% | +20.2% | +19.5% |
| 30D | -6.4% | -14.7% | +8.3% | -0.2% |
| 3M | +10.6% | -7.2% | +17.8% | +13.0% |
| 6M | +19.9% | +54.2% | -34.3% | -3.3% |
| YTD | +149.4% | -8.6% | +158.0% | +140.2% |
| 1Y | +115.4% | +0.5% | +114.9% | +98.3% |
| 3Y | +357.3% | +135.9% | +221.3% | +165.2% |
| 5Y | +261.1% | -11.9% | +273.0% | +178.1% |
| All | +7,765.4% | +3,581.9% | +4,183.5% | +944.8% |
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