+3,647.2%
SHOP vs ASX
+849.3%
+2,797.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.6% | -6.5% | -2.2% |
| 7D | -2.7% | -12.3% | +9.6% | +2.3% |
| 30D | -11.0% | -26.0% | +15.0% | +0.9% |
| 3M | +0.3% | -8.1% | +8.4% | +0.3% |
| 6M | +37.7% | +1.4% | +36.3% | +20.0% |
| YTD | -5.5% | +115.6% | -121.1% | -49.6% |
| 1Y | -0.2% | +128.0% | -128.3% | -48.7% |
| 3Y | +151.9% | +371.4% | -219.5% | -22.0% |
| 5Y | -2.2% | +469.4% | -471.6% | -72.6% |
| 10Y | +3,647.2% | +842.6% | +2,804.5% | +590.2% |
| All | +3,647.2% | +849.3% | +2,797.9% | +590.2% |
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