+2,941.1%
SHOP vs MDY
+175.0%
+2,766.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +1.0% |
| 7D | -13.2% | -2.5% | -10.7% | -10.3% |
| 30D | -17.0% | -5.0% | -12.0% | -11.3% |
| 3M | +17.0% | +0.5% | +16.5% | +16.2% |
| 6M | -2.1% | +8.0% | -10.1% | -11.7% |
| YTD | -21.4% | +12.2% | -33.5% | -32.4% |
| 1Y | -11.0% | +14.0% | -25.0% | -24.6% |
| 3Y | +100.9% | +48.2% | +52.8% | +29.9% |
| 5Y | -14.7% | +46.1% | -60.8% | -39.1% |
| All | +2,941.1% | +175.0% | +2,766.1% | +1,226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling