+93.3%
QQQ vs SHOP
+100.0%
-6.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +0.7% |
| 7D | +1.0% | -10.6% | +11.6% | +3.0% |
| 30D | -0.6% | -18.3% | +17.7% | +3.0% |
| 3M | +1.3% | +14.8% | -13.5% | -2.5% |
| 6M | +18.1% | -5.0% | +23.2% | +17.1% |
| YTD | +16.9% | -21.2% | +38.1% | +19.8% |
| 1Y | +24.0% | -11.6% | +35.6% | +23.3% |
| All | +93.3% | +100.0% | -6.7% | +62.4% |
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 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