+2,993.7%
SHOP vs MKTX
+5.0%
+2,988.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -11.2% | -0.2% | -11.0% | -11.1% |
| 30D | -14.4% | +0.7% | -15.1% | -14.6% |
| 3M | +16.6% | +40.8% | -24.2% | -2.6% |
| 6M | -0.6% | -8.0% | +7.4% | +1.1% |
| YTD | -20.0% | -8.7% | -11.3% | -18.5% |
| 1Y | -11.2% | -11.8% | +0.6% | -8.8% |
| 3Y | +99.5% | -24.0% | +123.5% | +97.9% |
| 5Y | -13.2% | -60.3% | +47.1% | +24.3% |
| All | +2,993.7% | +5.0% | +2,988.6% | +3,180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling