+8,434.7%
SHOP vs HAL
+2.1%
+8,432.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -5.1% | +2.9% | -8.0% | -5.7% |
| 30D | +0.6% | +17.0% | -16.5% | -2.8% |
| 3M | +25.0% | -9.7% | +34.7% | +27.1% |
| 6M | +11.9% | +8.6% | +3.3% | +8.7% |
| YTD | -9.9% | +33.0% | -42.9% | -16.7% |
| 1Y | 0.0% | +68.3% | -68.4% | -12.9% |
| 3Y | +117.5% | +0.1% | +117.4% | +108.8% |
| 5Y | -6.6% | +102.6% | -109.3% | -25.3% |
| 10Y | +3,320.3% | +3.8% | +3,316.5% | +2,763.6% |
| All | +8,434.7% | +2.1% | +8,432.6% | +9,129.5% |
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