+2,941.1%
SHOP vs AGI
+388.9%
+2,552.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +0.3% |
| 7D | -13.2% | -5.3% | -8.0% | -12.5% |
| 30D | -17.0% | +6.8% | -23.8% | -17.9% |
| 3M | +17.0% | +8.3% | +8.7% | +15.3% |
| 6M | -2.1% | -29.2% | +27.1% | +1.9% |
| YTD | -21.4% | -7.3% | -14.1% | -21.4% |
| 1Y | -11.0% | +8.0% | -19.0% | -13.0% |
| 3Y | +100.9% | +206.6% | -105.6% | +68.0% |
| 5Y | -14.7% | +398.1% | -412.8% | -33.2% |
| All | +2,941.1% | +388.9% | +2,552.2% | +2,319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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