+265.1%
MU vs SHOP
-6.2%
+271.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +7.3% | -14.3% | -7.1% |
| 7D | -19.1% | -9.0% | -10.1% | -18.8% |
| 30D | -25.2% | -4.4% | -20.8% | -24.9% |
| 3M | -10.9% | +24.1% | -35.0% | -10.5% |
| 6M | +38.0% | +20.0% | +18.0% | +39.5% |
| YTD | +178.8% | -4.9% | +183.8% | +202.7% |
| 1Y | +265.1% | -4.9% | +270.1% | +295.8% |
| All | +265.1% | -6.2% | +271.3% | +295.8% |
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