+8,534.1%
SHOP vs GRMN
+762.6%
+7,771.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +1.0% | +0.1% |
| 7D | +2.1% | -0.1% | +2.2% | +2.2% |
| 30D | -16.8% | +3.5% | -20.4% | -18.9% |
| 3M | -2.4% | -7.3% | +4.9% | +2.5% |
| 6M | +47.0% | +21.8% | +25.2% | +25.1% |
| YTD | -8.8% | +42.8% | -51.6% | -31.0% |
| 1Y | -6.3% | +46.5% | -52.7% | -30.3% |
| 3Y | +139.3% | +158.3% | -19.0% | +11.9% |
| 5Y | -12.1% | +122.6% | -134.7% | -54.2% |
| 10Y | +3,601.0% | +638.0% | +2,962.9% | +940.0% |
| All | +8,534.1% | +762.6% | +7,771.5% | +1,989.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling