+47.5%
ASML vs SHOP
-4.4%
+51.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +4.9% | -1.2% | +6.2% | +5.0% |
| 30D | -9.3% | -14.7% | +5.5% | -8.8% |
| 3M | -19.0% | -7.2% | -11.8% | -18.6% |
| 6M | -5.2% | +54.2% | -59.4% | -7.5% |
| YTD | +40.6% | -8.6% | +49.2% | +45.2% |
| 1Y | +47.5% | +0.5% | +47.0% | +50.5% |
| All | +47.5% | -4.4% | +51.9% | +50.5% |
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