+23.5%
INTC vs SHOP
-4.6%
+28.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.4% |
| 7D | -4.0% | +2.8% | -6.8% | -4.5% |
| 30D | -44.5% | -14.2% | -30.3% | -42.7% |
| 3M | -40.4% | -5.5% | -34.9% | -39.8% |
| 6M | -53.5% | +32.8% | -86.3% | -56.5% |
| YTD | +57.5% | -8.9% | +66.5% | +55.9% |
| 1Y | +51.2% | -7.7% | +58.9% | +49.1% |
| 3Y | +51.6% | +139.0% | -87.4% | +15.8% |
| 5Y | +23.5% | -0.5% | +24.0% | -5.0% |
| All | +23.5% | -4.6% | +28.1% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling