+3,772.8%
SHOP vs GEN
+147.0%
+3,625.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.2% |
| 7D | +2.1% | -3.0% | +5.1% | +3.5% |
| 30D | -16.8% | +24.7% | -41.5% | -25.9% |
| 3M | -2.4% | +4.1% | -6.5% | -6.1% |
| 6M | +47.0% | +36.0% | +11.0% | +23.7% |
| YTD | -8.8% | +10.9% | -19.7% | -15.5% |
| 1Y | -6.3% | +12.2% | -18.4% | -13.7% |
| 3Y | +139.3% | +63.3% | +76.0% | +81.4% |
| 5Y | -12.1% | +29.0% | -41.1% | -26.4% |
| All | +3,772.8% | +147.0% | +3,625.8% | +2,050.8% |
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