+270.0%
INTC vs SHOP
+2,872.8%
-2,602.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.1% | +2.8% |
| 7D | +18.0% | -10.6% | +28.6% | +20.4% |
| 30D | +8.9% | -18.3% | +27.2% | +13.2% |
| 3M | -1.6% | +14.8% | -16.4% | -5.8% |
| 6M | +133.1% | -5.0% | +138.1% | +128.9% |
| YTD | +187.9% | -21.2% | +209.1% | +191.4% |
| 1Y | +334.7% | -11.6% | +346.3% | +327.3% |
| 3Y | +184.2% | +101.2% | +83.0% | +118.8% |
| 5Y | +116.0% | -15.7% | +131.7% | +82.6% |
| 10Y | +270.0% | +2,989.4% | -2,719.4% | +44.3% |
| All | +270.0% | +2,872.8% | -2,602.8% | +44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling