+72.1%
SHOP vs AMIX
-100.0%
+172.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.6% | -0.5% | -6.0% |
| 7D | -13.9% | -25.5% | +11.6% | -13.6% |
| 30D | -12.6% | -56.2% | +43.6% | -11.9% |
| 3M | -0.3% | -87.4% | +87.1% | +1.6% |
| 6M | +33.6% | -80.9% | +114.5% | +30.6% |
| YTD | -10.7% | -86.8% | +76.1% | -12.5% |
| 1Y | -11.8% | -91.3% | +79.6% | -13.4% |
| All | +72.1% | -100.0% | +172.0% | +67.4% |
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