+111.7%
INTC vs SHOP
-12.8%
+124.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -7.6% | +16.6% | +10.5% |
| 7D | +17.4% | -4.1% | +21.5% | +18.1% |
| 30D | +2.8% | -11.5% | +14.3% | +4.9% |
| 3M | -5.3% | +21.1% | -26.3% | -9.9% |
| 6M | +140.6% | +3.0% | +137.6% | +133.3% |
| YTD | +183.1% | -16.7% | +199.8% | +184.2% |
| 1Y | +326.8% | -8.3% | +335.0% | +318.2% |
| 3Y | +179.4% | +112.8% | +66.6% | +115.6% |
| 5Y | +111.7% | -9.3% | +121.0% | +74.3% |
| All | +111.7% | -12.8% | +124.5% | +74.3% |
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 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