-2.9%
SHOP vs GEN
+32.5%
-35.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.2% | +5.0% |
| 7D | -5.4% | +2.3% | -7.7% | -6.5% |
| 30D | -10.3% | +33.1% | -43.4% | -24.0% |
| 3M | +1.0% | +6.5% | -5.5% | -4.2% |
| 6M | +41.2% | +53.8% | -12.6% | +6.9% |
| YTD | -7.5% | +11.2% | -18.7% | -15.2% |
| 1Y | -4.6% | +19.4% | -24.0% | -16.1% |
| 3Y | +146.4% | +81.0% | +65.4% | +64.6% |
| All | -2.9% | +32.5% | -35.4% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling