+8,844.7%
SHOP vs MET
+212.9%
+8,631.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.3% | +0.5% |
| 7D | -2.7% | +1.3% | -4.0% | -3.2% |
| 30D | -11.0% | +4.0% | -15.0% | -12.7% |
| 3M | +0.3% | +4.6% | -4.3% | -1.9% |
| 6M | +37.7% | +32.8% | +4.9% | +20.0% |
| YTD | -5.5% | +32.3% | -37.8% | -17.5% |
| 1Y | -0.2% | +37.1% | -37.4% | -14.4% |
| 3Y | +151.9% | +86.8% | +65.0% | +93.6% |
| 5Y | -2.2% | +87.4% | -89.6% | -24.2% |
| 10Y | +3,647.2% | +209.9% | +3,437.3% | +2,082.2% |
| All | +8,844.7% | +212.9% | +8,631.8% | +5,321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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