+132.4%
HOOD vs SHOP
-2.5%
+134.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.6% | -0.4% | +1.3% |
| 7D | -4.8% | -5.4% | +0.6% | -2.3% |
| 30D | -26.1% | -10.3% | -15.8% | -21.9% |
| 3M | -10.8% | +1.0% | -11.8% | -11.9% |
| 6M | +2.4% | +41.2% | -38.9% | -18.0% |
| YTD | -28.5% | -7.5% | -21.0% | -29.2% |
| 1Y | -36.3% | -4.6% | -31.8% | -37.8% |
| 3Y | +743.7% | +146.4% | +597.3% | +375.2% |
| 5Y | +118.6% | -2.5% | +121.2% | +92.6% |
| All | +132.4% | -2.5% | +134.9% | +127.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling