-4.9%
SHOP vs AMIX
-92.3%
+87.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.0% | +10.3% | +7.4% |
| 7D | -9.0% | -25.1% | +16.1% | -8.7% |
| 30D | -4.4% | -54.5% | +50.1% | -3.6% |
| 3M | +24.1% | -91.7% | +115.9% | +27.0% |
| 6M | +20.0% | -79.4% | +99.4% | +19.5% |
| YTD | -4.9% | -86.1% | +81.1% | -5.8% |
| 1Y | -4.9% | -91.6% | +86.7% | -6.2% |
| All | -4.9% | -92.3% | +87.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling