+319.1%
DELL vs SHOP
+3.0%
+316.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +14.9% | -5.1% | +20.0% | +16.0% |
| 30D | +13.3% | +0.6% | +12.7% | +13.2% |
| 3M | +24.4% | +25.0% | -0.6% | +18.1% |
| 6M | +258.0% | +11.9% | +246.1% | +246.4% |
| YTD | +320.2% | -9.9% | +330.1% | +335.0% |
| 1Y | +319.1% | 0.0% | +319.1% | +326.7% |
| All | +319.1% | +3.0% | +316.1% | +326.7% |
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