0.0%
SHOP vs GRMN
+18.2%
-18.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -5.1% | -2.9% | -2.2% | -3.8% |
| 30D | +0.6% | -8.4% | +9.0% | +4.6% |
| 3M | +25.0% | +15.0% | +10.0% | +15.0% |
| 6M | +11.9% | +11.2% | +0.7% | +4.6% |
| YTD | -9.9% | +37.7% | -47.6% | -27.3% |
| 1Y | 0.0% | +18.5% | -18.5% | -15.2% |
| All | 0.0% | +18.2% | -18.3% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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