+1,908.2%
SHOP vs FND
+61.4%
+1,846.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | +0.4% |
| 7D | +2.1% | -5.1% | +7.2% | +4.7% |
| 30D | -16.8% | +9.2% | -26.0% | -20.6% |
| 3M | -2.4% | -17.7% | +15.3% | +6.6% |
| 6M | +47.0% | +2.5% | +44.5% | +42.6% |
| YTD | -8.8% | -19.8% | +11.0% | -2.3% |
| 1Y | -6.3% | -22.7% | +16.4% | +2.0% |
| 3Y | +139.3% | -38.3% | +177.6% | +171.9% |
| 5Y | -12.1% | -63.0% | +50.9% | +24.4% |
| All | +1,908.2% | +61.4% | +1,846.8% | +1,638.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling