+641.3%
SHOP vs DOW
-6.9%
+648.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | +0.8% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | -16.7% | +15.7% | -32.4% | -20.5% |
| 3M | -2.2% | +5.3% | -7.5% | -4.4% |
| 6M | +45.6% | -14.2% | +59.8% | +50.7% |
| YTD | -7.3% | +43.9% | -51.2% | -22.7% |
| 1Y | -6.1% | +53.1% | -59.1% | -23.7% |
| 3Y | +143.3% | -21.8% | +165.2% | +148.2% |
| 5Y | +0.2% | -28.3% | +28.5% | +6.1% |
| All | +641.3% | -6.9% | +648.3% | +529.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling