+504.6%
NOW vs SHOP
+3,721.6%
-3,217.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | 0.0% |
| 7D | -3.1% | -2.7% | -0.4% | -2.5% |
| 30D | -27.0% | -11.0% | -16.1% | -24.0% |
| 3M | -17.7% | +0.3% | -18.0% | -18.6% |
| 6M | +12.7% | +37.7% | -25.0% | -1.7% |
| YTD | -32.9% | -5.5% | -27.4% | -33.6% |
| 1Y | -40.4% | -0.2% | -40.2% | -42.5% |
| 3Y | -17.1% | +151.9% | -169.0% | -49.4% |
| 5Y | -25.7% | -2.2% | -23.5% | -43.0% |
| 10Y | +504.6% | +3,647.2% | -3,142.6% | +1.1% |
| All | +504.6% | +3,721.6% | -3,217.0% | +1.1% |
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