-5.6%
SHOP vs DOCN
+54.1%
-59.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.6% |
| 7D | -5.1% | +1.1% | -6.2% | -5.6% |
| 30D | +0.6% | -9.6% | +10.2% | +3.5% |
| 3M | +25.0% | -37.7% | +62.7% | +44.1% |
| 6M | +11.9% | +115.2% | -103.3% | -37.5% |
| YTD | -9.9% | +133.7% | -143.6% | -53.5% |
| 1Y | 0.0% | +250.2% | -250.2% | -59.7% |
| 3Y | +117.5% | +320.3% | -202.8% | -30.7% |
| All | -5.6% | +54.1% | -59.7% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling