+6.7%
AMZN vs SHOP
-6.2%
+12.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.3% | -1.2% | +5.1% |
| 7D | +4.5% | -9.0% | +13.5% | +5.6% |
| 30D | +5.8% | -4.4% | +10.2% | +6.3% |
| 3M | -4.1% | +24.1% | -28.2% | -7.0% |
| 6M | -2.2% | +20.0% | -22.2% | -5.4% |
| YTD | +15.3% | -4.9% | +20.2% | +18.6% |
| 1Y | +6.7% | -4.9% | +11.6% | +9.4% |
| All | +6.7% | -6.2% | +12.9% | +9.4% |
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