0.0%
SHOP vs HL
+134.7%
-134.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.2% |
| 7D | -5.1% | +1.5% | -6.6% | -5.3% |
| 30D | +0.6% | +25.1% | -24.5% | -3.0% |
| 3M | +25.0% | +22.9% | +2.1% | +20.5% |
| 6M | +11.9% | -4.9% | +16.8% | +10.2% |
| YTD | -9.9% | +7.8% | -17.7% | -13.7% |
| 1Y | 0.0% | +133.9% | -133.9% | -9.5% |
| All | 0.0% | +134.7% | -134.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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