+8,552.4%
SHOP vs AU
+904.3%
+7,648.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -1.2% | -7.2% | +6.0% | -0.4% |
| 30D | -14.7% | -2.9% | -11.9% | -14.5% |
| 3M | -7.2% | -8.7% | +1.4% | -6.4% |
| 6M | +54.2% | -14.1% | +68.3% | +56.0% |
| YTD | -8.6% | +4.8% | -13.4% | -10.2% |
| 1Y | +0.5% | +11.9% | -11.4% | -2.0% |
| 3Y | +135.9% | +513.8% | -377.9% | +89.0% |
| 5Y | -11.9% | +379.3% | -391.2% | -29.0% |
| 10Y | +3,608.8% | +837.1% | +2,771.7% | +2,929.2% |
| All | +8,552.4% | +904.3% | +7,648.1% | +7,029.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling