+8,434.7%
SHOP vs AMC
-98.8%
+8,533.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.9% | -0.7% |
| 7D | -5.1% | +2.3% | -7.4% | -5.2% |
| 30D | +0.6% | -0.7% | +1.3% | +0.6% |
| 3M | +25.0% | +35.2% | -10.2% | +22.6% |
| 6M | +11.9% | +124.6% | -112.7% | +6.9% |
| YTD | -9.9% | +69.9% | -79.7% | -13.0% |
| 1Y | 0.0% | -2.6% | +2.5% | -1.2% |
| 3Y | +117.5% | -79.8% | +197.3% | +122.6% |
| 5Y | -6.6% | -99.4% | +92.7% | +2.5% |
| 10Y | +3,320.3% | -98.9% | +3,419.2% | +4,368.0% |
| All | +8,434.7% | -98.8% | +8,533.5% | +11,413.8% |
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 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