+2,989.4%
SHOP vs EAT
+370.1%
+2,619.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.2% | -4.7% |
| 7D | -10.6% | -6.8% | -3.8% | -9.0% |
| 30D | -18.3% | -5.4% | -12.9% | -17.5% |
| 3M | +14.8% | +42.8% | -27.9% | +4.7% |
| 6M | -5.0% | +56.5% | -61.5% | -16.3% |
| YTD | -21.2% | +50.0% | -71.3% | -30.1% |
| 1Y | -11.6% | +38.3% | -49.9% | -20.7% |
| 3Y | +101.2% | +591.6% | -490.4% | +21.2% |
| 5Y | -15.7% | +312.6% | -328.3% | -45.9% |
| 10Y | +2,989.4% | +381.4% | +2,608.0% | +1,622.7% |
| All | +2,989.4% | +370.1% | +2,619.4% | +1,622.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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