+514.0%
NOW vs SHOP
+3,581.9%
-3,067.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.3% | -1.2% | +1.5% | +0.8% |
| 30D | -27.0% | -14.7% | -12.2% | -22.6% |
| 3M | -19.6% | -7.2% | -12.4% | -18.0% |
| 6M | +17.5% | +54.2% | -36.7% | -1.6% |
| YTD | -33.3% | -8.6% | -24.6% | -33.0% |
| 1Y | -39.8% | +0.5% | -40.3% | -42.0% |
| 3Y | -19.9% | +135.9% | -155.9% | -49.8% |
| 5Y | -26.1% | -11.9% | -14.2% | -40.6% |
| All | +514.0% | +3,581.9% | -3,067.9% | -2.5% |
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 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