-4.9%
SHOP vs ACWI
+14.9%
-19.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.7% | +4.8% |
| 7D | -9.0% | -0.5% | -8.6% | -8.3% |
| 30D | -4.4% | -1.6% | -2.8% | -1.9% |
| 3M | +24.1% | -1.3% | +25.5% | +27.3% |
| 6M | +20.0% | +5.8% | +14.1% | +9.5% |
| YTD | -4.9% | +12.7% | -17.7% | -22.7% |
| 1Y | -4.9% | +15.0% | -19.9% | -26.8% |
| All | -4.9% | +14.9% | -19.8% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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