0.0%
SHOP vs EEM
+41.0%
-41.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -1.4% |
| 7D | -5.1% | +2.3% | -7.4% | -6.2% |
| 30D | +0.6% | +4.5% | -3.9% | -1.6% |
| 3M | +25.0% | -0.1% | +25.1% | +24.8% |
| 6M | +11.9% | +16.9% | -5.0% | -5.5% |
| YTD | -9.9% | +26.2% | -36.1% | -34.8% |
| 1Y | 0.0% | +40.5% | -40.6% | -40.3% |
| All | 0.0% | +41.0% | -41.0% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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