+7,347.1%
SHOP vs MKSI
+678.3%
+6,668.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +1.1% |
| 7D | -13.2% | +4.9% | -18.1% | -15.6% |
| 30D | -17.0% | -11.0% | -6.1% | -12.6% |
| 3M | +17.0% | -17.1% | +34.1% | +18.7% |
| 6M | -2.1% | +16.4% | -18.6% | -20.4% |
| YTD | -21.4% | +64.3% | -85.6% | -49.0% |
| 1Y | -11.0% | +137.7% | -148.7% | -54.9% |
| 3Y | +100.9% | +189.1% | -88.2% | -19.3% |
| 5Y | -14.7% | +83.1% | -97.8% | -53.9% |
| 10Y | +2,984.8% | +509.4% | +2,475.4% | +567.5% |
| All | +7,347.1% | +678.3% | +6,668.7% | +1,468.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling