+7,788.2%
SHOP vs FISV
+25.8%
+7,762.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.0% | -3.5% | -5.2% |
| 7D | -4.1% | -1.6% | -2.5% | -3.1% |
| 30D | -11.5% | -3.0% | -8.6% | -9.9% |
| 3M | +21.1% | -3.5% | +24.6% | +22.3% |
| 6M | +3.0% | -19.4% | +22.4% | +16.6% |
| YTD | -16.7% | -24.3% | +7.6% | -2.4% |
| 1Y | -8.3% | -62.4% | +54.1% | +44.6% |
| 3Y | +112.8% | -58.2% | +171.0% | +184.9% |
| 5Y | -9.3% | -56.5% | +47.3% | +17.9% |
| 10Y | +3,003.4% | -0.5% | +3,004.0% | +2,051.2% |
| All | +7,788.2% | +25.8% | +7,762.5% | +5,613.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling