+4,404.4%
DELL vs SHOP
+3,113.3%
+1,291.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.2% | +11.6% |
| 7D | +8.2% | -11.2% | +19.5% | +10.8% |
| 30D | +17.1% | -14.4% | +31.5% | +20.9% |
| 3M | +45.2% | +16.6% | +28.6% | +39.0% |
| 6M | +286.8% | -0.6% | +287.3% | +280.1% |
| YTD | +354.8% | -20.0% | +374.8% | +364.7% |
| 1Y | +358.3% | -11.2% | +369.5% | +356.9% |
| 3Y | +724.9% | +99.5% | +625.4% | +574.7% |
| 5Y | +1,193.7% | -13.2% | +1,206.9% | +1,027.9% |
| All | +4,404.4% | +3,113.3% | +1,291.1% | +1,588.7% |
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 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