+96.1%
SHOP vs MKSI
+184.9%
-88.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.6% |
| 7D | -13.2% | +4.9% | -18.1% | -14.7% |
| 30D | -17.0% | -11.0% | -6.1% | -14.2% |
| 3M | +17.0% | -17.1% | +34.1% | +17.5% |
| 6M | -2.1% | +16.4% | -18.6% | -17.4% |
| YTD | -21.4% | +64.3% | -85.6% | -44.8% |
| 1Y | -11.0% | +137.7% | -148.7% | -49.0% |
| All | +96.1% | +184.9% | -88.8% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling