+268.9%
INTC vs SHOP
+8,434.7%
-8,165.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +7.1% | -5.1% | +12.2% | +8.1% |
| 30D | -5.2% | +0.6% | -5.8% | -5.4% |
| 3M | -14.3% | +25.0% | -39.3% | -18.5% |
| 6M | +110.2% | +11.9% | +98.3% | +101.3% |
| YTD | +159.6% | -9.9% | +169.5% | +156.7% |
| 1Y | +289.3% | 0.0% | +289.3% | +276.1% |
| 3Y | +166.1% | +117.5% | +48.6% | +110.2% |
| 5Y | +94.4% | -6.6% | +101.0% | +63.4% |
| 10Y | +227.7% | +3,320.3% | -3,092.6% | +62.1% |
| All | +268.9% | +8,434.7% | -8,165.9% | +76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling