+8,659.4%
SHOP vs AMC
-98.6%
+8,758.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.6% | +3.5% |
| 7D | -5.4% | +2.6% | -8.1% | -5.6% |
| 30D | -10.3% | +9.0% | -19.3% | -10.7% |
| 3M | +1.0% | +22.2% | -21.2% | 0.0% |
| 6M | +41.2% | +91.5% | -50.2% | +36.0% |
| YTD | -7.5% | +101.3% | -108.8% | -11.5% |
| 1Y | -4.6% | +20.8% | -25.3% | -6.6% |
| 3Y | +146.4% | -71.3% | +217.7% | +149.7% |
| 5Y | -2.5% | -99.2% | +96.7% | +6.1% |
| 10Y | +3,703.6% | -98.7% | +3,802.3% | +4,894.1% |
| All | +8,659.4% | -98.6% | +8,758.0% | +11,618.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling