+12.3%
QQQ vs SHOP
-6.2%
+18.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.3% | -6.4% | +0.1% |
| 7D | -4.6% | -9.0% | +4.4% | -3.7% |
| 30D | -8.5% | -4.4% | -4.1% | -8.1% |
| 3M | -4.3% | +24.1% | -28.4% | -6.8% |
| 6M | +3.1% | +20.0% | -16.9% | +0.4% |
| YTD | +13.0% | -4.9% | +18.0% | +14.5% |
| 1Y | +12.3% | -4.9% | +17.2% | +13.4% |
| All | +12.3% | -6.2% | +18.4% | +13.4% |
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