+8,434.7%
SHOP vs MET
+198.7%
+8,236.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | -5.1% | +1.2% | -6.3% | -5.6% |
| 30D | +0.6% | +1.4% | -0.8% | -0.1% |
| 3M | +25.0% | +17.7% | +7.3% | +15.6% |
| 6M | +11.9% | +35.0% | -23.1% | -3.2% |
| YTD | -9.9% | +26.3% | -36.1% | -19.5% |
| 1Y | 0.0% | +22.8% | -22.9% | -9.7% |
| 3Y | +117.5% | +65.9% | +51.6% | +76.1% |
| 5Y | -6.6% | +85.4% | -92.0% | -26.9% |
| 10Y | +3,320.3% | +253.7% | +3,066.6% | +1,774.2% |
| All | +8,434.7% | +198.7% | +8,236.0% | +5,192.7% |
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