+150.5%
GOOGL vs SHOP
+108.4%
+42.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.6% | +7.5% | +1.4% |
| 7D | +1.1% | -4.1% | +5.2% | +1.8% |
| 30D | -4.4% | -11.5% | +7.1% | -2.4% |
| 3M | -6.8% | +21.1% | -27.9% | -11.0% |
| 6M | +13.6% | +3.0% | +10.6% | +11.0% |
| YTD | +8.3% | -16.7% | +25.0% | +9.9% |
| 1Y | +44.9% | -8.3% | +53.2% | +43.5% |
| 3Y | +150.5% | +112.8% | +37.6% | +107.2% |
| All | +150.5% | +108.4% | +42.0% | +107.2% |
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