-11.2%
SHOP vs FISV
-61.2%
+50.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +0.2% |
| 7D | -11.2% | -2.7% | -8.6% | -10.5% |
| 30D | -14.4% | 0.0% | -14.4% | -14.2% |
| 3M | +16.6% | -2.8% | +19.4% | +16.8% |
| 6M | -0.6% | -11.8% | +11.3% | +2.6% |
| YTD | -20.0% | -23.2% | +3.2% | -16.6% |
| 1Y | -11.2% | -62.0% | +50.8% | -2.2% |
| All | -11.2% | -61.2% | +50.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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