+3,663.5%
SHOP vs ASX
+999.3%
+2,664.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.6% | -4.8% | -1.5% |
| 7D | -2.5% | +0.8% | -3.3% | -4.3% |
| 30D | -16.7% | -20.4% | +3.7% | -9.1% |
| 3M | -2.2% | -2.1% | 0.0% | -5.3% |
| 6M | +45.6% | +8.2% | +37.3% | +23.1% |
| YTD | -7.3% | +137.3% | -144.5% | -53.0% |
| 1Y | -6.1% | +155.0% | -161.1% | -54.6% |
| 3Y | +143.3% | +397.9% | -254.6% | -26.5% |
| 5Y | +0.2% | +529.2% | -529.1% | -73.4% |
| 10Y | +3,663.5% | +1,007.5% | +2,656.0% | +522.5% |
| All | +3,663.5% | +999.3% | +2,664.2% | +522.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling