+215.4%
AMD vs SHOP
-1.7%
+217.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.7% |
| 7D | +2.6% | -5.1% | +7.7% | +3.1% |
| 30D | -0.9% | +0.6% | -1.5% | -1.1% |
| 3M | -8.7% | +25.0% | -33.8% | -12.3% |
| 6M | +136.3% | +11.9% | +124.4% | +130.8% |
| YTD | +123.0% | -9.9% | +132.9% | +133.8% |
| All | +215.4% | -1.7% | +217.1% | +233.0% |
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