+3,003.4%
SHOP vs GEN
+150.2%
+2,853.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.7% | -4.8% | -6.2% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | -11.5% | +2.6% | -14.2% | -12.5% |
| 3M | +21.1% | +15.8% | +5.3% | +12.7% |
| 6M | +3.0% | +33.1% | -30.1% | -11.1% |
| YTD | -16.7% | +11.3% | -28.0% | -21.5% |
| 1Y | -8.3% | +1.7% | -9.9% | -9.7% |
| 3Y | +112.8% | +58.1% | +54.7% | +67.0% |
| 5Y | -9.3% | +20.6% | -29.9% | -20.3% |
| 10Y | +3,003.4% | +149.0% | +2,854.5% | +1,655.2% |
| All | +3,003.4% | +150.2% | +2,853.3% | +1,655.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling