+7,788.2%
SHOP vs MTCH
+112.3%
+7,675.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.7% | -5.9% | -6.7% |
| 7D | -4.1% | -1.8% | -2.3% | -3.1% |
| 30D | -11.5% | +10.4% | -22.0% | -16.1% |
| 3M | +21.1% | +21.0% | +0.1% | +8.5% |
| 6M | +3.0% | +36.6% | -33.6% | -13.2% |
| YTD | -16.7% | +29.7% | -46.4% | -27.8% |
| 1Y | -8.3% | +8.6% | -16.9% | -13.2% |
| 3Y | +112.8% | -2.7% | +115.5% | +103.6% |
| 5Y | -9.3% | -72.9% | +63.7% | +58.4% |
| 10Y | +3,003.4% | +185.0% | +2,818.4% | +2,495.4% |
| All | +7,788.2% | +112.3% | +7,675.9% | +8,153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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