+8,434.7%
SHOP vs MDY
+183.6%
+8,251.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.7% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +0.6% | -1.5% | +2.1% | +2.5% |
| 3M | +25.0% | +0.8% | +24.3% | +23.7% |
| 6M | +11.9% | +7.4% | +4.5% | +1.6% |
| YTD | -9.9% | +15.2% | -25.1% | -25.1% |
| 1Y | 0.0% | +16.5% | -16.6% | -17.8% |
| 3Y | +117.5% | +46.8% | +70.7% | +41.6% |
| 5Y | -6.6% | +46.0% | -52.7% | -33.8% |
| 10Y | +3,320.3% | +172.1% | +3,148.3% | +1,189.0% |
| All | +8,434.7% | +183.6% | +8,251.1% | +2,898.0% |
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