+687.9%
NFLX vs SHOP
+2,872.8%
-2,184.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.5% | +4.5% | +0.8% |
| 7D | -8.1% | -10.6% | +2.5% | -4.9% |
| 30D | -0.3% | -18.3% | +18.0% | +6.0% |
| 3M | -6.6% | +14.8% | -21.4% | -11.9% |
| 6M | -22.7% | -5.0% | -17.6% | -23.9% |
| YTD | -18.9% | -21.2% | +2.3% | -16.2% |
| 1Y | -39.8% | -11.6% | -28.2% | -41.0% |
| 3Y | +71.7% | +101.2% | -29.5% | +13.3% |
| 5Y | +27.2% | -15.7% | +42.9% | +1.1% |
| 10Y | +687.9% | +2,989.4% | -2,301.5% | +101.1% |
| All | +687.9% | +2,872.8% | -2,184.9% | +101.1% |
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