+2,989.4%
SHOP vs ACN
+86.3%
+2,903.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.8% | -3.6% | -3.9% |
| 7D | -10.6% | -6.3% | -4.3% | -5.5% |
| 30D | -18.3% | -1.4% | -16.9% | -17.5% |
| 3M | +14.8% | +2.6% | +12.3% | +8.5% |
| 6M | -5.0% | -14.3% | +9.3% | +4.9% |
| YTD | -21.2% | -33.1% | +11.9% | +7.3% |
| 1Y | -11.6% | -28.8% | +17.2% | +12.5% |
| 3Y | +101.2% | -43.0% | +144.2% | +208.2% |
| 5Y | -15.7% | -44.0% | +28.3% | +35.2% |
| 10Y | +2,989.4% | +88.5% | +2,900.9% | +1,887.7% |
| All | +2,989.4% | +86.3% | +2,903.1% | +1,887.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling