-11.8%
SHOP vs DOCN
+56.0%
-67.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -15.9% | +9.8% | -6.5% |
| 7D | -13.9% | -29.3% | +15.4% | -14.8% |
| 30D | -12.6% | -46.0% | +33.5% | -14.6% |
| 3M | -0.3% | -43.2% | +42.9% | -1.9% |
| 6M | +33.6% | -53.7% | +87.3% | +31.4% |
| YTD | -10.7% | +46.9% | -57.6% | -26.8% |
| 1Y | -11.8% | +54.3% | -66.1% | -29.6% |
| All | -11.8% | +56.0% | -67.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling