+7,788.2%
SHOP vs INDA
+80.5%
+7,707.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.6% | -5.9% | -6.2% |
| 7D | -4.1% | -1.0% | -3.1% | -3.2% |
| 30D | -11.5% | -2.5% | -9.0% | -9.5% |
| 3M | +21.1% | +4.0% | +17.1% | +17.5% |
| 6M | +3.0% | -1.8% | +4.8% | +5.0% |
| YTD | -16.7% | -9.2% | -7.5% | -9.4% |
| 1Y | -8.3% | -7.2% | -1.1% | -2.0% |
| 3Y | +112.8% | +9.8% | +103.0% | +100.2% |
| 5Y | -9.3% | +7.5% | -16.8% | -10.5% |
| 10Y | +3,003.4% | +80.8% | +2,922.7% | +2,049.2% |
| All | +7,788.2% | +80.5% | +7,707.8% | +4,768.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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