-11.6%
SHOP vs ASX
+275.6%
-287.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.5% | -9.0% | -5.7% |
| 7D | -10.6% | +11.1% | -21.7% | -11.3% |
| 30D | -18.3% | +9.6% | -27.9% | -18.9% |
| 3M | +14.8% | +18.6% | -3.8% | +10.0% |
| 6M | -5.0% | +92.1% | -97.2% | -25.5% |
| YTD | -21.2% | +158.5% | -179.7% | -47.3% |
| 1Y | -11.6% | +271.9% | -283.5% | -50.3% |
| All | -11.6% | +275.6% | -287.2% | -50.3% |
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