+8,680.0%
SHOP vs GEN
+226.8%
+8,453.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +0.8% |
| 7D | -2.5% | -0.8% | -1.6% | -2.1% |
| 30D | -16.7% | +31.2% | -47.9% | -27.7% |
| 3M | -2.2% | +6.1% | -8.3% | -6.7% |
| 6M | +45.6% | +38.1% | +7.5% | +21.6% |
| YTD | -7.3% | +14.4% | -21.7% | -15.4% |
| 1Y | -6.1% | +15.1% | -21.2% | -14.6% |
| 3Y | +143.3% | +68.5% | +74.8% | +81.3% |
| 5Y | +0.2% | +35.8% | -35.7% | -18.1% |
| 10Y | +3,663.5% | +155.4% | +3,508.1% | +1,979.8% |
| All | +8,680.0% | +226.8% | +8,453.2% | +3,761.5% |
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