+7,788.2%
SHOP vs AU
+1,154.9%
+6,633.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.1% | -6.4% | -7.4% |
| 7D | -4.1% | -0.3% | -3.8% | -4.1% |
| 30D | -11.5% | +12.8% | -24.3% | -12.8% |
| 3M | +21.1% | +28.5% | -7.4% | +17.4% |
| 6M | +3.0% | +4.8% | -1.8% | +1.6% |
| YTD | -16.7% | +31.0% | -47.6% | -20.1% |
| 1Y | -8.3% | +81.4% | -89.7% | -15.2% |
| 3Y | +112.8% | +618.4% | -505.6% | +67.0% |
| 5Y | -9.3% | +686.3% | -695.6% | -30.1% |
| 10Y | +3,003.4% | +664.5% | +2,338.9% | +2,317.4% |
| All | +7,788.2% | +1,154.9% | +6,633.3% | +6,243.1% |
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