+560.8%
NOW vs SHOP
+8,355.9%
-7,795.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.1% | +0.1% | -3.8% |
| 7D | -6.7% | -13.9% | +7.2% | -2.1% |
| 30D | -25.8% | -12.6% | -13.2% | -22.5% |
| 3M | -12.7% | -0.3% | -12.3% | -13.2% |
| 6M | +11.2% | +33.6% | -22.3% | -0.3% |
| YTD | -33.2% | -10.7% | -22.5% | -32.3% |
| 1Y | -41.8% | -11.8% | -30.0% | -41.1% |
| 3Y | -15.7% | +133.9% | -149.5% | -43.6% |
| 5Y | -26.0% | -5.9% | -20.1% | -41.6% |
| 10Y | +515.1% | +3,571.8% | -3,056.7% | +81.8% |
| All | +560.8% | +8,355.9% | -7,795.1% | +79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling