+46.6%
ASML vs SHOP
-3.2%
+49.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +6.1% |
| 7D | -0.8% | -2.7% | +1.8% | -0.7% |
| 30D | -14.9% | -11.0% | -3.9% | -14.6% |
| 3M | -13.0% | +0.3% | -13.3% | -12.7% |
| 6M | -4.7% | +37.7% | -42.4% | -5.7% |
| YTD | +42.3% | -5.5% | +47.8% | +47.1% |
| All | +46.6% | -3.2% | +49.8% | +51.1% |
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