+146.4%
SHOP vs MPWR
+146.8%
-0.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +2.0% |
| 7D | -5.4% | -1.7% | -3.7% | -5.5% |
| 30D | -10.3% | -16.5% | +6.2% | -5.9% |
| 3M | +1.0% | -12.3% | +13.3% | +3.8% |
| 6M | +41.2% | -27.7% | +69.0% | +50.8% |
| YTD | -7.5% | +32.0% | -39.5% | -24.8% |
| 1Y | -4.6% | +25.1% | -29.7% | -20.6% |
| 3Y | +146.4% | +146.5% | -0.1% | +37.0% |
| All | +146.4% | +146.8% | -0.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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