+142.1%
GOOG vs SHOP
+99.7%
+42.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.6% |
| 7D | -2.5% | -13.2% | +10.7% | -0.1% |
| 30D | -3.6% | -17.0% | +13.4% | -0.5% |
| 3M | -6.4% | +17.0% | -23.4% | -10.1% |
| 6M | +7.8% | -2.1% | +9.9% | +6.3% |
| YTD | +5.5% | -21.4% | +26.8% | +8.1% |
| 1Y | +38.3% | -11.0% | +49.2% | +37.5% |
| All | +142.1% | +99.7% | +42.4% | +106.3% |
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