-4.9%
SHOP vs GEN
+20.2%
-25.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.0% | +3.4% | +5.7% |
| 7D | -9.0% | +26.9% | -35.9% | -18.3% |
| 30D | -4.4% | +38.6% | -43.1% | -18.0% |
| 3M | +24.1% | +9.7% | +14.4% | +19.3% |
| 6M | +20.0% | +58.9% | -38.9% | -8.9% |
| YTD | -4.9% | +15.3% | -20.3% | -9.9% |
| 1Y | -4.9% | +21.8% | -26.7% | -13.0% |
| All | -4.9% | +20.2% | -25.1% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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