+66.1%
INTC vs SHOP
-4.4%
+70.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +6.0% | -1.2% | +7.2% | +6.1% |
| 30D | -39.2% | -14.7% | -24.5% | -39.1% |
| 3M | -42.9% | -7.2% | -35.7% | -42.7% |
| 6M | -50.4% | +54.2% | -104.6% | -48.6% |
| YTD | +61.7% | -8.6% | +70.3% | +65.3% |
| 1Y | +66.1% | +0.5% | +65.6% | +59.2% |
| All | +66.1% | -4.4% | +70.5% | +59.2% |
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 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