-6.3%
SHOP vs AMIX
-92.5%
+86.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.8% | -1.6% |
| 7D | +2.1% | -10.9% | +13.0% | +2.2% |
| 30D | -16.8% | -55.0% | +38.1% | -16.2% |
| 3M | -2.4% | -82.0% | +79.6% | -0.8% |
| 6M | +47.0% | -80.4% | +127.5% | +46.0% |
| YTD | -8.8% | -88.3% | +79.5% | -9.8% |
| 1Y | -6.3% | -92.4% | +86.1% | -7.6% |
| All | -6.3% | -92.5% | +86.2% | -7.6% |
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