+2,683.6%
MUU vs SHOP
+53.9%
+2,629.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.5% | +11.0% | +8.2% |
| 7D | +15.0% | -10.6% | +25.7% | +21.2% |
| 30D | +36.8% | -18.3% | +55.1% | +50.4% |
| 3M | -8.5% | +14.8% | -23.3% | -20.6% |
| 6M | +320.7% | -5.0% | +325.8% | +294.1% |
| YTD | +599.7% | -21.2% | +620.9% | +639.4% |
| 1Y | +2,569.2% | -11.6% | +2,580.8% | +2,512.0% |
| All | +2,683.6% | +53.9% | +2,629.6% | +1,685.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling