-21.5%
NOW vs SHOP
+143.3%
-164.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -1.9% |
| 7D | -8.7% | +2.8% | -11.6% | -9.7% |
| 30D | -29.3% | -14.2% | -15.1% | -25.8% |
| 3M | -21.8% | -5.5% | -16.3% | -20.9% |
| 6M | +9.2% | +32.8% | -23.5% | -1.5% |
| YTD | -35.0% | -8.9% | -26.1% | -35.5% |
| 1Y | -42.5% | -7.7% | -34.8% | -43.3% |
| 3Y | -21.5% | +139.0% | -160.5% | -38.7% |
| All | -21.5% | +143.3% | -164.8% | -38.7% |
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