+358.3%
DELL vs SHOP
-9.3%
+367.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.2% | +11.6% |
| 7D | +8.2% | -11.2% | +19.5% | +10.6% |
| 30D | +17.1% | -14.4% | +31.5% | +20.5% |
| 3M | +45.2% | +16.6% | +28.6% | +38.9% |
| 6M | +286.8% | -0.6% | +287.3% | +282.5% |
| YTD | +354.8% | -20.0% | +374.8% | +381.5% |
| 1Y | +358.3% | -11.2% | +369.5% | +373.9% |
| All | +358.3% | -9.3% | +367.6% | +373.9% |
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