+3,693.0%
SHOP vs ACN
+156.0%
+3,536.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.9% |
| 7D | -2.7% | -2.5% | -0.1% | -0.6% |
| 30D | -11.0% | +22.6% | -33.6% | -25.3% |
| 3M | +0.3% | +45.9% | -45.6% | -29.2% |
| 6M | +37.7% | +43.8% | -6.1% | -4.7% |
| YTD | -5.5% | -2.5% | -3.1% | -8.8% |
| 1Y | -0.2% | +6.5% | -6.7% | -11.9% |
| 3Y | +151.9% | -14.2% | +166.0% | +164.5% |
| 5Y | -2.2% | -24.4% | +22.2% | +18.5% |
| All | +3,693.0% | +156.0% | +3,536.9% | +1,675.9% |
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