-4.9%
SHOP vs EOSE
-85.5%
+80.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.6% | -5.3% | +6.8% |
| 7D | -9.0% | +9.7% | -18.8% | -9.4% |
| 30D | -4.4% | -34.6% | +30.1% | -3.1% |
| 3M | +24.1% | -50.8% | +74.9% | +26.7% |
| 6M | +20.0% | -66.5% | +86.4% | +24.0% |
| YTD | -4.9% | -81.3% | +76.4% | -0.1% |
| 1Y | -4.9% | -84.8% | +79.9% | +0.7% |
| All | -4.9% | -85.5% | +80.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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