+0.5%
SHOP vs GE
+7.6%
-7.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -1.2% | +2.7% | -3.9% | -1.9% |
| 30D | -14.7% | +8.1% | -22.8% | -16.2% |
| 3M | -7.2% | -7.9% | +0.6% | -5.7% |
| 6M | +54.2% | +12.9% | +41.3% | +49.4% |
| YTD | -8.6% | +8.2% | -16.8% | -10.9% |
| 1Y | +0.5% | +9.7% | -9.2% | -2.9% |
| All | +0.5% | +7.6% | -7.1% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling