+2,989.4%
SHOP vs GE
+146.2%
+2,843.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.6% | -4.5% |
| 7D | -10.6% | -1.2% | -9.4% | -10.2% |
| 30D | -18.3% | -11.3% | -7.0% | -15.0% |
| 3M | +14.8% | -1.4% | +16.2% | +14.9% |
| 6M | -5.0% | +1.2% | -6.2% | -6.4% |
| YTD | -21.2% | +5.9% | -27.2% | -23.9% |
| 1Y | -11.6% | +18.4% | -30.0% | -17.9% |
| 3Y | +101.2% | +271.0% | -169.8% | +31.7% |
| 5Y | -15.7% | +417.9% | -433.6% | -50.8% |
| 10Y | +2,989.4% | +152.0% | +2,837.5% | +1,590.4% |
| All | +2,989.4% | +146.2% | +2,843.3% | +1,590.4% |
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