-40.7%
NOW vs SHOP
-3.2%
-37.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | -0.2% |
| 7D | -3.1% | -2.7% | -0.4% | -2.4% |
| 30D | -27.0% | -11.0% | -16.1% | -23.4% |
| 3M | -17.7% | +0.3% | -18.0% | -18.7% |
| 6M | +12.7% | +37.7% | -25.0% | -4.6% |
| YTD | -32.9% | -5.5% | -27.4% | -38.8% |
| All | -40.7% | -3.2% | -37.5% | -45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling