-4.9%
SHOP vs GH
+80.5%
-85.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.7% | +11.0% | +8.2% |
| 7D | -9.0% | -7.7% | -1.4% | -7.3% |
| 30D | -4.4% | -10.0% | +5.5% | -2.3% |
| 3M | +24.1% | +5.5% | +18.6% | +20.8% |
| 6M | +20.0% | +84.9% | -64.9% | -4.9% |
| YTD | -4.9% | +65.0% | -70.0% | -23.1% |
| 1Y | -4.9% | +71.8% | -76.7% | -25.8% |
| All | -4.9% | +80.5% | -85.4% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 1y: compounded portfolio wealth divided by compounded GH 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…
1y analysis · Full analysis span regression · 6 months rolling