-2.9%
SHOP vs ASX
+431.2%
-434.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.4% | -2.8% | +0.2% |
| 7D | -5.4% | -19.9% | +14.5% | +4.9% |
| 30D | -10.3% | -30.9% | +20.6% | +6.6% |
| 3M | +1.0% | -15.1% | +16.1% | +5.0% |
| 6M | +41.2% | -6.5% | +47.7% | +23.7% |
| YTD | -7.5% | +98.4% | -105.9% | -56.7% |
| 1Y | -4.6% | +107.9% | -112.4% | -57.1% |
| 3Y | +146.4% | +325.3% | -178.9% | -48.3% |
| All | -2.9% | +431.2% | -434.1% | -84.0% |
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