-4.9%
SHOP vs FND
-10.3%
+5.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +10.9% | -3.6% | +3.1% |
| 7D | -9.0% | +12.3% | -21.4% | -13.0% |
| 30D | -4.4% | +14.7% | -19.2% | -9.6% |
| 3M | +24.1% | -12.0% | +36.1% | +29.3% |
| 6M | +20.0% | +10.8% | +9.2% | +14.9% |
| YTD | -4.9% | -12.3% | +7.4% | -3.8% |
| 1Y | -4.9% | -13.4% | +8.5% | -3.9% |
| All | -4.9% | -10.3% | +5.3% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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