+151.9%
SHOP vs ACN
-15.0%
+166.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.3% |
| 7D | -2.7% | -2.5% | -0.1% | -1.3% |
| 30D | -11.0% | +22.6% | -33.6% | -21.0% |
| 3M | +0.3% | +45.9% | -45.6% | -20.9% |
| 6M | +37.7% | +43.8% | -6.1% | +8.5% |
| YTD | -5.5% | -2.5% | -3.1% | -3.4% |
| 1Y | -0.2% | +6.5% | -6.7% | -4.9% |
| 3Y | +151.9% | -14.2% | +166.0% | +180.6% |
| All | +151.9% | -15.0% | +166.9% | +180.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling