+8,434.7%
SHOP vs AGI
+480.3%
+7,954.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.3% |
| 7D | -5.1% | +0.6% | -5.7% | -5.2% |
| 30D | +0.6% | +18.2% | -17.6% | -1.2% |
| 3M | +25.0% | -4.1% | +29.2% | +25.2% |
| 6M | +11.9% | -28.7% | +40.6% | +15.1% |
| YTD | -9.9% | -4.0% | -5.9% | -10.1% |
| 1Y | 0.0% | +17.4% | -17.5% | -2.3% |
| 3Y | +117.5% | +203.0% | -85.5% | +92.8% |
| 5Y | -6.6% | +376.7% | -383.3% | -20.7% |
| 10Y | +3,320.3% | +407.5% | +2,912.8% | +2,787.9% |
| All | +8,434.7% | +480.3% | +7,954.4% | +8,924.0% |
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