+146.4%
SHOP vs AMBA
+16.7%
+129.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.1% | -2.5% | +2.0% |
| 7D | -5.4% | -7.2% | +1.8% | -3.7% |
| 30D | -10.3% | -10.4% | +0.1% | -8.0% |
| 3M | +1.0% | -30.1% | +31.1% | +9.6% |
| 6M | +41.2% | -22.4% | +63.7% | +40.1% |
| YTD | -7.5% | -17.3% | +9.9% | -12.3% |
| 1Y | -4.6% | -35.4% | +30.8% | -1.7% |
| 3Y | +146.4% | +18.6% | +127.8% | +92.5% |
| All | +146.4% | +16.7% | +129.7% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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