+3,663.5%
SHOP vs GE
+160.4%
+3,503.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.3% |
| 7D | -2.5% | +4.0% | -6.5% | -3.7% |
| 30D | -16.7% | +11.1% | -27.8% | -19.7% |
| 3M | -2.2% | -6.7% | +4.5% | -0.2% |
| 6M | +45.6% | +14.3% | +31.3% | +38.3% |
| YTD | -7.3% | +11.7% | -19.0% | -12.2% |
| 1Y | -6.1% | +10.9% | -17.0% | -10.9% |
| 3Y | +143.3% | +279.0% | -135.7% | +57.3% |
| 5Y | +0.2% | +427.0% | -426.8% | -42.5% |
| 10Y | +3,663.5% | +158.6% | +3,504.9% | +1,928.7% |
| All | +3,663.5% | +160.4% | +3,503.1% | +1,928.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling