+41.2%
SHOP vs AMC
+88.0%
-46.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.6% | +3.3% |
| 7D | -5.4% | +2.6% | -8.1% | -5.7% |
| 30D | -10.3% | +9.0% | -19.3% | -11.3% |
| 3M | +1.0% | +22.2% | -21.2% | -1.9% |
| 6M | +41.2% | +91.5% | -50.2% | +20.4% |
| All | +41.2% | +88.0% | -46.8% | +20.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling