+3,781.0%
SHOP vs AMC
-98.8%
+3,879.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.3% |
| 7D | -1.2% | +3.5% | -4.7% | -1.4% |
| 30D | -14.7% | +12.5% | -27.2% | -15.2% |
| 3M | -7.2% | +23.6% | -30.8% | -8.1% |
| 6M | +54.2% | +144.4% | -90.2% | +47.4% |
| YTD | -8.6% | +108.3% | -117.0% | -12.4% |
| 1Y | +0.5% | +38.9% | -38.4% | -2.1% |
| 3Y | +135.9% | -58.9% | +194.8% | +135.6% |
| 5Y | -11.9% | -99.2% | +87.3% | -5.4% |
| All | +3,781.0% | -98.8% | +3,879.8% | +4,696.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling