+135.5%
SHOP vs ASX
+376.6%
-241.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.4% | -0.4% |
| 7D | +2.1% | +22.1% | -20.0% | -4.1% |
| 30D | -16.8% | -23.8% | +6.9% | -10.9% |
| 3M | -2.4% | -7.6% | +5.2% | -2.1% |
| 6M | +47.0% | +6.9% | +40.1% | +31.4% |
| YTD | -8.8% | +127.7% | -136.5% | -47.7% |
| 1Y | -6.3% | +144.5% | -150.8% | -48.6% |
| All | +135.5% | +376.6% | -241.2% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling