+3,557.0%
SHOP vs GEN
+151.0%
+3,406.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.9% |
| 7D | +2.8% | +1.0% | +1.8% | +2.4% |
| 30D | -14.2% | +29.1% | -43.3% | -24.8% |
| 3M | -5.5% | +2.9% | -8.4% | -8.5% |
| 6M | +32.8% | +33.6% | -0.8% | +12.8% |
| YTD | -8.9% | +12.0% | -21.0% | -16.0% |
| 1Y | -7.7% | +16.2% | -23.9% | -16.5% |
| 3Y | +139.0% | +65.1% | +73.9% | +80.2% |
| 5Y | -0.5% | +33.3% | -33.8% | -17.8% |
| 10Y | +3,557.0% | +149.7% | +3,407.4% | +1,890.2% |
| All | +3,557.0% | +151.0% | +3,406.1% | +1,890.2% |
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