+57.4%
INTC vs SHOP
-6.2%
+63.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.3% | -11.1% | -3.9% |
| 7D | -39.0% | -9.0% | -30.0% | -38.8% |
| 30D | -49.8% | -4.4% | -45.4% | -49.6% |
| 3M | -42.2% | +24.1% | -66.3% | -41.3% |
| 6M | -39.2% | +20.0% | -59.1% | -37.8% |
| YTD | +57.9% | -4.9% | +62.8% | +64.3% |
| 1Y | +57.4% | -4.9% | +62.3% | +62.8% |
| All | +57.4% | -6.2% | +63.5% | +62.8% |
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