+132.0%
GLW vs SHOP
-9.1%
+141.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -7.6% | +15.1% | +7.0% |
| 7D | +14.0% | -4.1% | +18.1% | +13.7% |
| 30D | +0.4% | -11.5% | +11.9% | -0.3% |
| 3M | -11.3% | +21.1% | -32.4% | -11.2% |
| 6M | +35.1% | +3.0% | +32.1% | +36.9% |
| YTD | +90.5% | -16.7% | +107.2% | +103.7% |
| 1Y | +132.0% | -8.3% | +140.3% | +145.0% |
| All | +132.0% | -9.1% | +141.1% | +145.0% |
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