+3,647.2%
SHOP vs MSCI
+799.4%
+2,847.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.4% |
| 7D | -2.7% | +1.5% | -4.1% | -3.8% |
| 30D | -11.0% | +14.4% | -25.4% | -20.9% |
| 3M | +0.3% | +15.2% | -14.9% | -11.4% |
| 6M | +37.7% | +11.2% | +26.5% | +24.3% |
| YTD | -5.5% | +13.9% | -19.5% | -17.4% |
| 1Y | -0.2% | +12.5% | -12.7% | -12.0% |
| 3Y | +151.9% | +32.3% | +119.6% | +82.3% |
| 5Y | -2.2% | +4.9% | -7.1% | -10.9% |
| 10Y | +3,647.2% | +779.7% | +2,867.5% | +579.5% |
| All | +3,647.2% | +799.4% | +2,847.8% | +579.5% |
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