+8,659.4%
SHOP vs ACWI
+203.7%
+8,455.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.7% |
| 7D | -5.4% | -2.4% | -3.1% | -1.1% |
| 30D | -10.3% | -5.2% | -5.1% | -0.9% |
| 3M | +1.0% | -4.8% | +5.8% | +11.2% |
| 6M | +41.2% | -1.3% | +42.5% | +44.4% |
| YTD | -7.5% | +8.4% | -15.9% | -20.1% |
| 1Y | -4.6% | +11.0% | -15.6% | -20.9% |
| 3Y | +146.4% | +70.6% | +75.9% | +2.8% |
| 5Y | -2.5% | +55.3% | -57.9% | -46.5% |
| 10Y | +3,703.6% | +223.2% | +3,480.4% | +698.6% |
| All | +8,659.4% | +203.7% | +8,455.7% | +1,857.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling