+3,003.4%
SHOP vs MSCI
+594.9%
+2,408.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.8% | -3.8% | -4.3% |
| 7D | -4.1% | -2.1% | -2.0% | -2.2% |
| 30D | -11.5% | -1.7% | -9.8% | -10.0% |
| 3M | +21.1% | -8.2% | +29.3% | +29.1% |
| 6M | +3.0% | -2.4% | +5.4% | +4.3% |
| YTD | -16.7% | -2.8% | -13.9% | -16.1% |
| 1Y | -8.3% | -2.7% | -5.6% | -9.0% |
| 3Y | +112.8% | +7.3% | +105.5% | +86.9% |
| 5Y | -9.3% | -11.4% | +2.2% | -4.3% |
| 10Y | +3,003.4% | +605.8% | +2,397.6% | +569.4% |
| All | +3,003.4% | +594.9% | +2,408.5% | +569.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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