+48.6%
SHOP vs AHR
+360.2%
-311.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.3% |
| 7D | -13.2% | -3.0% | -10.2% | -12.3% |
| 30D | -17.0% | +2.6% | -19.6% | -17.8% |
| 3M | +17.0% | +16.0% | +1.0% | +11.8% |
| 6M | -2.1% | +3.1% | -5.2% | -3.1% |
| YTD | -21.4% | +16.0% | -37.4% | -25.8% |
| 1Y | -11.0% | +28.0% | -38.9% | -19.8% |
| All | +48.6% | +360.2% | -311.5% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling