+3,772.8%
SHOP vs NDAQ
+472.7%
+3,300.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.7% | -0.8% |
| 7D | +2.1% | +1.7% | +0.4% | +0.4% |
| 30D | -16.8% | +16.2% | -33.1% | -28.3% |
| 3M | -2.4% | +14.0% | -16.4% | -14.3% |
| 6M | +47.0% | +22.3% | +24.8% | +20.2% |
| YTD | -8.8% | +13.0% | -21.8% | -19.4% |
| 1Y | -6.3% | +24.0% | -30.3% | -24.1% |
| 3Y | +139.3% | +117.1% | +22.2% | +15.4% |
| 5Y | -12.1% | +67.5% | -79.6% | -45.6% |
| All | +3,772.8% | +472.7% | +3,300.1% | +926.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling