-4.6%
SHOP vs AMIX
-91.4%
+86.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -5.4% | -16.0% | +10.6% | -5.3% |
| 30D | -10.3% | -55.4% | +45.1% | -9.5% |
| 3M | +1.0% | -87.5% | +88.5% | +3.1% |
| 6M | +41.2% | -81.2% | +122.4% | +41.2% |
| YTD | -7.5% | -86.8% | +79.3% | -8.0% |
| 1Y | -4.6% | -91.6% | +87.0% | -5.3% |
| All | -4.6% | -91.4% | +86.8% | -5.3% |
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