+676.3%
DELL vs SHOP
+111.5%
+564.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.6% | +9.4% | +3.7% |
| 7D | +25.6% | -4.1% | +29.7% | +26.8% |
| 30D | +17.7% | -11.5% | +29.2% | +21.1% |
| 3M | +33.4% | +21.1% | +12.4% | +25.4% |
| 6M | +266.2% | +3.0% | +263.2% | +255.7% |
| YTD | +328.0% | -16.7% | +344.7% | +337.2% |
| 1Y | +339.6% | -8.3% | +347.9% | +335.5% |
| All | +676.3% | +111.5% | +564.8% | +554.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling