+318.3%
INTC vs SHOP
-9.3%
+327.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.6% |
| 7D | +7.5% | -11.2% | +18.7% | +7.3% |
| 30D | +2.0% | -14.4% | +16.3% | +1.9% |
| 3M | -12.0% | +16.6% | -28.6% | -12.4% |
| 6M | +114.5% | -0.6% | +115.1% | +114.3% |
| YTD | +179.0% | -20.0% | +199.0% | +191.1% |
| 1Y | +318.3% | -11.2% | +329.5% | +354.9% |
| All | +318.3% | -9.3% | +327.6% | +354.9% |
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