-4.9%
SHOP vs ASX
+144.4%
-149.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.9% | +11.3% | +7.6% |
| 7D | -9.0% | -14.6% | +5.6% | -8.1% |
| 30D | -4.4% | -21.1% | +16.7% | -3.3% |
| 3M | +24.1% | -3.1% | +27.2% | +25.1% |
| 6M | +20.0% | +17.4% | +2.6% | +13.5% |
| YTD | -4.9% | +135.3% | -140.3% | -35.1% |
| 1Y | -4.9% | +146.5% | -151.4% | -37.5% |
| All | -4.9% | +144.4% | -149.3% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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