+82.0%
SHOP vs AMIX
-99.9%
+182.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +11.8% | -9.7% | +2.0% |
| 7D | -2.7% | +1.2% | -3.9% | -2.7% |
| 30D | -11.0% | -45.3% | +34.3% | -10.5% |
| 3M | +0.3% | -83.1% | +83.4% | +2.0% |
| 6M | +37.7% | -76.9% | +114.6% | +34.4% |
| YTD | -5.5% | -85.3% | +79.7% | -7.6% |
| 1Y | -0.2% | -89.8% | +89.6% | -2.2% |
| All | +82.0% | -99.9% | +182.0% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling