+836.9%
HOOD vs SHOP
+140.2%
+696.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | -3.8% | -1.2% | -2.5% | -3.1% |
| 30D | -23.0% | -14.7% | -8.2% | -16.2% |
| 3M | -21.6% | -7.2% | -14.4% | -19.0% |
| 6M | +1.4% | +54.2% | -52.7% | -22.8% |
| YTD | -31.2% | -8.6% | -22.5% | -31.2% |
| 1Y | -35.9% | +0.5% | -36.4% | -39.2% |
| 3Y | +836.9% | +135.9% | +701.0% | +522.5% |
| All | +836.9% | +140.2% | +696.7% | +522.5% |
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