+554.3%
AMZN vs SHOP
+3,063.4%
-2,509.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.5% | +3.7% | -0.2% |
| 7D | -1.0% | -10.6% | +9.6% | +2.2% |
| 30D | -9.2% | -18.3% | +9.1% | -4.0% |
| 3M | +3.4% | +14.8% | -11.5% | -2.6% |
| 6M | +18.2% | -5.0% | +23.3% | +16.1% |
| YTD | +9.3% | -21.2% | +30.6% | +12.6% |
| 1Y | +5.9% | -11.6% | +17.6% | +4.5% |
| 3Y | +82.6% | +101.2% | -18.6% | +30.4% |
| 5Y | +44.9% | -15.7% | +60.6% | +18.2% |
| All | +554.3% | +3,063.4% | -2,509.1% | +75.0% |
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 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