+18.3%
NOW vs SHOP
+119.0%
-100.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -2.8% |
| 7D | -2.4% | -5.1% | +2.7% | -0.7% |
| 30D | +20.5% | +0.6% | +19.9% | +20.3% |
| 3M | +18.3% | +25.0% | -6.7% | +9.6% |
| 6M | +24.1% | +11.9% | +12.2% | +18.5% |
| YTD | -7.8% | -9.9% | +2.1% | -7.5% |
| 1Y | -21.4% | 0.0% | -21.4% | -23.8% |
| All | +18.3% | +119.0% | -100.8% | -1.8% |
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