+7,788.2%
SHOP vs GPN
+81.0%
+7,707.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.4% | -4.2% | -5.1% |
| 7D | -4.1% | -0.7% | -3.4% | -3.5% |
| 30D | -11.5% | +3.8% | -15.4% | -13.9% |
| 3M | +21.1% | +39.2% | -18.1% | -5.4% |
| 6M | +3.0% | +17.9% | -14.9% | -9.4% |
| YTD | -16.7% | +16.4% | -33.0% | -26.7% |
| 1Y | -8.3% | +3.6% | -11.9% | -12.7% |
| 3Y | +112.8% | -26.7% | +139.5% | +155.3% |
| 5Y | -9.3% | -44.8% | +35.5% | +31.4% |
| 10Y | +3,003.4% | +24.1% | +2,979.3% | +2,346.3% |
| All | +7,788.2% | +81.0% | +7,707.2% | +4,634.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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