+80.9%
SHOP vs ALAB
+322.1%
-241.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.6% |
| 7D | -1.2% | +16.3% | -17.5% | -3.7% |
| 30D | -14.7% | -26.1% | +11.4% | -11.3% |
| 3M | -7.2% | -31.3% | +24.1% | -3.0% |
| 6M | +54.2% | -1.0% | +55.2% | +43.3% |
| YTD | -8.6% | +33.3% | -42.0% | -23.2% |
| 1Y | +0.5% | +53.5% | -53.0% | -19.5% |
| All | +80.9% | +322.1% | -241.2% | +18.2% |
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