+4,271.9%
MU vs SHOP
+3,721.6%
+550.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.1% | +4.1% | +5.6% |
| 7D | -12.0% | -2.7% | -9.4% | -11.5% |
| 30D | -28.7% | -11.0% | -17.7% | -26.3% |
| 3M | -16.4% | +0.3% | -16.8% | -17.1% |
| 6M | -1.8% | +37.7% | -39.5% | -13.2% |
| YTD | +157.1% | -5.5% | +162.6% | +147.7% |
| 1Y | +208.5% | -0.2% | +208.7% | +191.8% |
| 3Y | +906.2% | +151.9% | +754.3% | +581.9% |
| 5Y | +893.4% | -2.2% | +895.6% | +692.2% |
| 10Y | +4,271.9% | +3,647.2% | +624.7% | +973.5% |
| All | +4,271.9% | +3,721.6% | +550.3% | +973.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling