-4.9%
SHOP vs AG
+29.4%
-34.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +9.1% | -1.8% | +5.6% |
| 7D | -9.0% | -2.6% | -6.4% | -8.6% |
| 30D | -4.4% | -12.1% | +7.7% | -2.5% |
| 3M | +24.1% | -6.6% | +30.7% | +24.8% |
| 6M | +20.0% | -20.5% | +40.4% | +22.1% |
| YTD | -4.9% | -7.4% | +2.5% | -7.4% |
| 1Y | -4.9% | +33.4% | -38.3% | -13.0% |
| All | -4.9% | +29.4% | -34.3% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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