+7,788.2%
SHOP vs DUK
+152.1%
+7,636.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.8% | -8.4% | -7.7% |
| 7D | -4.1% | +0.7% | -4.8% | -4.2% |
| 30D | -11.5% | -2.0% | -9.5% | -11.3% |
| 3M | +21.1% | +0.2% | +20.8% | +20.9% |
| 6M | +3.0% | -6.9% | +9.9% | +3.9% |
| YTD | -16.7% | +6.1% | -22.8% | -18.1% |
| 1Y | -8.3% | +4.4% | -12.7% | -9.7% |
| 3Y | +112.8% | +49.1% | +63.7% | +88.0% |
| 5Y | -9.3% | +39.6% | -48.8% | -19.3% |
| 10Y | +3,003.4% | +125.1% | +2,878.3% | +2,344.0% |
| All | +7,788.2% | +152.1% | +7,636.2% | +5,539.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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