+51.0%
ASML vs SHOP
-4.8%
+55.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.7% |
| 7D | +2.5% | -2.5% | +5.0% | +2.6% |
| 30D | -12.2% | -16.7% | +4.5% | -11.8% |
| 3M | -14.6% | -2.2% | -12.4% | -14.3% |
| 6M | -1.7% | +45.6% | -47.3% | -3.6% |
| YTD | +44.3% | -7.3% | +51.6% | +49.4% |
| 1Y | +51.0% | -6.1% | +57.1% | +55.9% |
| All | +51.0% | -4.8% | +55.8% | +55.9% |
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