+8,552.4%
SHOP vs MDY
+176.5%
+8,375.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | -1.2% | +2.3% | -3.5% | -4.0% |
| 30D | -14.7% | +2.0% | -16.7% | -16.7% |
| 3M | -7.2% | -5.6% | -1.6% | +0.1% |
| 6M | +54.2% | +1.3% | +52.9% | +51.6% |
| YTD | -8.6% | +12.3% | -21.0% | -21.5% |
| 1Y | +0.5% | +15.8% | -15.3% | -16.8% |
| 3Y | +135.9% | +56.5% | +79.5% | +41.9% |
| 5Y | -11.9% | +35.1% | -47.0% | -32.4% |
| 10Y | +3,608.8% | +167.4% | +3,441.4% | +1,332.2% |
| All | +8,552.4% | +176.5% | +8,375.8% | +3,045.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling