+45.6%
SHOP vs EEM
-8.1%
+53.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +0.9% |
| 7D | -2.5% | +0.7% | -3.1% | -2.8% |
| 30D | -16.7% | -6.2% | -10.5% | -15.5% |
| 3M | -2.2% | -5.2% | +3.0% | -0.7% |
| 6M | +45.6% | -8.1% | +53.7% | +48.3% |
| All | +45.6% | -8.1% | +53.6% | +48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling