+8,552.4%
SHOP vs AGI
+349.6%
+8,202.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -1.2% | -10.1% | +8.9% | 0.0% |
| 30D | -14.7% | -6.5% | -8.2% | -14.1% |
| 3M | -7.2% | -12.8% | +5.6% | -5.9% |
| 6M | +54.2% | -34.3% | +88.5% | +60.4% |
| YTD | -8.6% | -25.6% | +17.0% | -6.5% |
| 1Y | +0.5% | -14.2% | +14.7% | +1.5% |
| 3Y | +135.9% | +127.3% | +8.7% | +115.4% |
| 5Y | -11.9% | +241.8% | -253.7% | -22.7% |
| 10Y | +3,608.8% | +381.8% | +3,227.0% | +3,117.6% |
| All | +8,552.4% | +349.6% | +8,202.8% | +9,292.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling