+8,680.0%
SHOP vs INDA
+89.7%
+8,590.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -2.5% | +3.1% | -5.6% | -4.9% |
| 30D | -16.7% | +11.3% | -28.0% | -23.9% |
| 3M | -2.2% | +3.0% | -5.2% | -4.5% |
| 6M | +45.6% | +6.5% | +39.0% | +38.4% |
| YTD | -7.3% | -4.6% | -2.7% | -3.3% |
| 1Y | -6.1% | -5.8% | -0.3% | -1.1% |
| 3Y | +143.3% | +16.8% | +126.5% | +116.6% |
| 5Y | +0.2% | +10.4% | -10.2% | -3.9% |
| 10Y | +3,663.5% | +116.8% | +3,546.7% | +2,199.6% |
| All | +8,680.0% | +89.7% | +8,590.3% | +5,096.4% |
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