+8,434.7%
SHOP vs EEM
+106.6%
+8,328.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -2.7% |
| 7D | -5.1% | +2.3% | -7.4% | -7.6% |
| 30D | +0.6% | +4.5% | -3.9% | -4.7% |
| 3M | +25.0% | -0.1% | +25.1% | +21.7% |
| 6M | +11.9% | +16.9% | -5.0% | -12.0% |
| YTD | -9.9% | +26.2% | -36.1% | -36.1% |
| 1Y | 0.0% | +40.5% | -40.6% | -37.6% |
| 3Y | +117.5% | +86.2% | +31.3% | -2.6% |
| 5Y | -6.6% | +45.5% | -52.1% | -40.7% |
| 10Y | +3,320.3% | +128.6% | +3,191.7% | +1,322.0% |
| All | +8,434.7% | +106.6% | +8,328.1% | +3,045.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling