+0.2%
SHOP vs AMC
-99.1%
+99.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.0% |
| 7D | -2.5% | -2.8% | +0.4% | -2.1% |
| 30D | -16.7% | +14.0% | -30.7% | -18.6% |
| 3M | -2.2% | +42.5% | -44.7% | -8.2% |
| 6M | +45.6% | +142.6% | -97.0% | +21.0% |
| YTD | -7.3% | +119.2% | -126.5% | -22.9% |
| 1Y | -6.1% | +40.7% | -46.8% | -15.8% |
| 3Y | +143.3% | -57.3% | +200.6% | +145.2% |
| 5Y | +0.2% | -99.1% | +99.3% | +94.8% |
| All | +0.2% | -99.1% | +99.3% | +94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling