+8,434.7%
SHOP vs GE
+199.3%
+8,235.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -5.1% | -1.6% | -3.5% | -4.5% |
| 30D | +0.6% | -11.6% | +12.2% | +4.8% |
| 3M | +25.0% | +3.0% | +22.0% | +23.1% |
| 6M | +11.9% | -0.5% | +12.4% | +10.8% |
| YTD | -9.9% | +9.7% | -19.6% | -14.2% |
| 1Y | 0.0% | +20.0% | -20.1% | -7.9% |
| 3Y | +117.5% | +275.8% | -158.3% | +37.9% |
| 5Y | -6.6% | +429.1% | -435.7% | -47.7% |
| 10Y | +3,320.3% | +151.2% | +3,169.1% | +2,381.4% |
| All | +8,434.7% | +199.3% | +8,235.4% | +5,757.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling