+4,609.2%
MU vs SHOP
+3,642.7%
+966.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.8% | +10.1% | +11.4% |
| 7D | +2.0% | -2.5% | +4.5% | +3.2% |
| 30D | -18.0% | -16.7% | -1.2% | -13.4% |
| 3M | -6.6% | -2.2% | -4.4% | -6.6% |
| 6M | +2.0% | +45.6% | -43.5% | -11.1% |
| YTD | +184.5% | -7.3% | +191.7% | +175.6% |
| 1Y | +236.9% | -6.1% | +243.0% | +224.6% |
| 3Y | +987.0% | +143.3% | +843.6% | +644.2% |
| 5Y | +1,014.6% | +0.2% | +1,014.5% | +781.2% |
| 10Y | +4,609.2% | +3,663.5% | +945.7% | +1,043.7% |
| All | +4,609.2% | +3,642.7% | +966.5% | +1,043.7% |
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