-4.9%
SHOP vs NDAQ
+28.8%
-33.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.8% | +5.2% |
| 7D | -9.0% | +3.9% | -13.0% | -11.8% |
| 30D | -4.4% | +19.0% | -23.4% | -18.1% |
| 3M | +24.1% | +17.6% | +6.5% | +7.8% |
| 6M | +20.0% | +21.0% | -1.0% | +2.0% |
| YTD | -4.9% | +14.1% | -19.0% | -14.4% |
| 1Y | -4.9% | +29.4% | -34.4% | -27.0% |
| All | -4.9% | +28.8% | -33.7% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling