-4.9%
SHOP vs LIN
+27.8%
-32.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.8% | +7.2% |
| 7D | -9.0% | +3.3% | -12.3% | -9.0% |
| 30D | -4.4% | +8.8% | -13.2% | -4.4% |
| 3M | +24.1% | +8.6% | +15.5% | +23.9% |
| 6M | +20.0% | +7.0% | +13.0% | +20.7% |
| YTD | -4.9% | +24.3% | -29.2% | -8.8% |
| 1Y | -4.9% | +27.3% | -32.2% | -7.9% |
| All | -4.9% | +27.8% | -32.7% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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