+8,844.7%
SHOP vs GEN
+217.9%
+8,626.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.7% | -0.3% | -2.4% | -2.5% |
| 30D | -11.0% | +28.2% | -39.2% | -21.8% |
| 3M | +0.3% | +2.6% | -2.3% | -2.7% |
| 6M | +37.7% | +32.7% | +5.0% | +17.3% |
| YTD | -5.5% | +11.3% | -16.8% | -12.7% |
| 1Y | -0.2% | +17.9% | -18.2% | -10.4% |
| 3Y | +151.9% | +66.3% | +85.6% | +88.8% |
| 5Y | -2.2% | +31.7% | -33.9% | -18.8% |
| 10Y | +3,647.2% | +150.0% | +3,497.2% | +1,991.4% |
| All | +8,844.7% | +217.9% | +8,626.8% | +3,886.5% |
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