+3,003.4%
SHOP vs ASX
+918.4%
+2,085.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.1% | -13.7% | -10.7% |
| 7D | -4.1% | +6.3% | -10.4% | -7.5% |
| 30D | -11.5% | +6.4% | -17.9% | -15.1% |
| 3M | +21.1% | +13.1% | +7.9% | +5.9% |
| 6M | +3.0% | +90.3% | -87.3% | -36.7% |
| YTD | -16.7% | +149.6% | -166.3% | -57.5% |
| 1Y | -8.3% | +249.2% | -257.5% | -62.5% |
| 3Y | +112.8% | +445.9% | -333.1% | -36.9% |
| 5Y | -9.3% | +477.7% | -487.0% | -74.3% |
| 10Y | +3,003.4% | +913.4% | +2,090.1% | +481.1% |
| All | +3,003.4% | +918.4% | +2,085.1% | +481.1% |
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