+2,989.4%
SHOP vs NDAQ
+374.8%
+2,614.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.6% |
| 7D | -10.6% | -1.6% | -9.1% | -9.2% |
| 30D | -18.3% | -1.5% | -16.8% | -17.0% |
| 3M | +14.8% | +8.0% | +6.8% | +6.3% |
| 6M | -5.0% | +7.7% | -12.8% | -11.6% |
| YTD | -21.2% | -2.3% | -18.9% | -19.4% |
| 1Y | -11.6% | +0.6% | -12.2% | -12.4% |
| 3Y | +101.2% | +90.9% | +10.3% | +10.4% |
| 5Y | -15.7% | +52.5% | -68.2% | -41.8% |
| 10Y | +2,989.4% | +380.3% | +2,609.2% | +886.6% |
| All | +2,989.4% | +374.8% | +2,614.7% | +886.6% |
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