+7,358.2%
SHOP vs EQT
+24.3%
+7,333.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.3% |
| 7D | -10.6% | -2.0% | -8.6% | -10.4% |
| 30D | -18.3% | +1.0% | -19.3% | -18.4% |
| 3M | +14.8% | +4.0% | +10.8% | +13.9% |
| 6M | -5.0% | -11.7% | +6.7% | -3.8% |
| YTD | -21.2% | +2.8% | -24.1% | -22.1% |
| 1Y | -11.6% | +10.0% | -21.6% | -13.6% |
| 3Y | +101.2% | +34.1% | +67.1% | +90.7% |
| 5Y | -15.7% | +195.3% | -211.0% | -26.4% |
| 10Y | +2,989.4% | +51.6% | +2,937.9% | +2,909.4% |
| All | +7,358.2% | +24.3% | +7,333.9% | +11,352.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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