+83.1%
SHOP vs ALAB
+262.8%
-179.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.3% | -2.7% | +2.6% |
| 7D | -5.4% | -26.3% | +20.8% | -1.2% |
| 30D | -10.3% | -50.1% | +39.8% | -0.8% |
| 3M | +1.0% | -42.5% | +43.5% | +8.7% |
| 6M | +41.2% | -10.8% | +52.1% | +32.8% |
| YTD | -7.5% | +14.6% | -22.1% | -20.3% |
| 1Y | -4.6% | +17.1% | -21.7% | -19.4% |
| All | +83.1% | +262.8% | -179.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 3y: compounded portfolio wealth divided by compounded ALAB 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…
3y analysis · Full analysis span regression · 6 months rolling