+8,680.0%
SHOP vs HAL
-9.3%
+8,689.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | +1.1% |
| 7D | -2.5% | -0.2% | -2.3% | -2.4% |
| 30D | -16.7% | +1.0% | -17.7% | -17.0% |
| 3M | -2.2% | -2.1% | -0.1% | -2.2% |
| 6M | +45.6% | -17.5% | +63.0% | +50.1% |
| YTD | -7.3% | +18.1% | -25.4% | -12.4% |
| 1Y | -6.1% | +19.7% | -25.8% | -11.6% |
| 3Y | +143.3% | -7.9% | +151.2% | +137.5% |
| 5Y | +0.2% | +53.1% | -52.9% | -15.0% |
| 10Y | +3,663.5% | -16.8% | +3,680.3% | +3,319.5% |
| All | +8,680.0% | -9.3% | +8,689.3% | +9,603.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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