+2,662.4%
DELL vs SHOP
+3,581.9%
-919.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.2% |
| 7D | +4.9% | -1.2% | +6.1% | +5.2% |
| 30D | -32.1% | -14.7% | -17.3% | -29.8% |
| 3M | -30.2% | -7.2% | -23.0% | -29.4% |
| 6M | +41.7% | +54.2% | -12.5% | +27.9% |
| YTD | +176.6% | -8.6% | +185.2% | +173.9% |
| 1Y | +159.9% | +0.5% | +159.4% | +152.1% |
| 3Y | +388.0% | +135.9% | +252.0% | +286.3% |
| 5Y | +578.2% | -11.9% | +590.1% | +490.5% |
| All | +2,662.4% | +3,581.9% | -919.5% | +857.5% |
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 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