+8,434.7%
SHOP vs GEN
+226.9%
+8,207.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.5% |
| 7D | -5.1% | -1.2% | -3.9% | -4.5% |
| 30D | +0.6% | +10.1% | -9.6% | -4.1% |
| 3M | +25.0% | +16.1% | +9.0% | +16.1% |
| 6M | +11.9% | +38.9% | -26.9% | -5.5% |
| YTD | -9.9% | +14.4% | -24.3% | -16.3% |
| 1Y | 0.0% | +5.9% | -5.9% | -3.7% |
| 3Y | +117.5% | +58.8% | +58.7% | +69.8% |
| 5Y | -6.6% | +24.7% | -31.3% | -19.5% |
| 10Y | +3,320.3% | +163.1% | +3,157.2% | +1,791.6% |
| All | +8,434.7% | +226.9% | +8,207.8% | +3,721.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling