-16.3%
NOW vs SHOP
+141.8%
-158.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -1.6% |
| 7D | -3.0% | -5.4% | +2.5% | -1.5% |
| 30D | -26.0% | -10.3% | -15.7% | -23.5% |
| 3M | -13.1% | +1.0% | -14.1% | -14.0% |
| 6M | +14.5% | +41.2% | -26.7% | +1.3% |
| YTD | -33.4% | -7.5% | -25.9% | -34.3% |
| 1Y | -40.6% | -4.6% | -36.1% | -42.1% |
| 3Y | -16.3% | +146.4% | -162.7% | -36.2% |
| All | -16.3% | +141.8% | -158.1% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling