-40.3%
NOW vs SHOP
-4.8%
-35.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.4% |
| 7D | -5.6% | -2.5% | -3.1% | -4.5% |
| 30D | -26.8% | -16.7% | -10.1% | -20.8% |
| 3M | -19.4% | -2.2% | -17.2% | -19.5% |
| 6M | +12.3% | +45.6% | -33.2% | -6.5% |
| YTD | -32.9% | -7.3% | -25.6% | -38.3% |
| 1Y | -40.3% | -6.1% | -34.2% | -45.1% |
| All | -40.3% | -4.8% | -35.5% | -45.1% |
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 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