+1,272.2%
MUU vs SHOP
+78.6%
+1,193.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.3% |
| 7D | +24.7% | -1.2% | +25.9% | +25.8% |
| 30D | -35.1% | -14.7% | -20.4% | -28.7% |
| 3M | -44.3% | -7.2% | -37.0% | -41.9% |
| 6M | -44.4% | +54.2% | -98.6% | -58.6% |
| YTD | +244.9% | -8.6% | +253.5% | +241.9% |
| 1Y | +365.6% | +0.5% | +365.1% | +323.3% |
| All | +1,272.2% | +78.6% | +1,193.6% | +725.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling