+41.2%
SHOP vs GE
+7.9%
+33.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.7% | +0.9% | +2.7% |
| 7D | -5.4% | +7.1% | -12.6% | -7.0% |
| 30D | -10.3% | +6.5% | -16.8% | -11.5% |
| 3M | +1.0% | -13.6% | +14.6% | +5.2% |
| 6M | +41.2% | +6.0% | +35.2% | +32.6% |
| All | +41.2% | +7.9% | +33.3% | +32.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling