-5.6%
SHOP vs ASX
+429.3%
-434.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -5.1% | -0.7% | -4.4% | -4.7% |
| 30D | +0.6% | +2.0% | -1.4% | -1.0% |
| 3M | +25.0% | -1.3% | +26.4% | +16.8% |
| 6M | +11.9% | +71.4% | -59.5% | -33.4% |
| YTD | -9.9% | +135.3% | -145.2% | -59.2% |
| 1Y | 0.0% | +267.5% | -267.5% | -69.1% |
| 3Y | +117.5% | +388.5% | -271.0% | -52.8% |
| All | -5.6% | +429.3% | -434.9% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling