+0.5%
SHOP vs GRMN
+44.3%
-43.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.7% |
| 7D | -1.2% | -0.9% | -0.3% | -0.8% |
| 30D | -14.7% | +1.2% | -15.9% | -15.3% |
| 3M | -7.2% | -8.9% | +1.7% | -3.7% |
| 6M | +54.2% | +23.0% | +31.2% | +34.8% |
| YTD | -8.6% | +41.2% | -49.8% | -31.1% |
| 1Y | +0.5% | +47.5% | -47.0% | -27.7% |
| All | +0.5% | +44.3% | -43.7% | -27.7% |
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