+3,557.0%
SHOP vs NDAQ
+472.5%
+3,084.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.9% |
| 7D | +2.8% | +2.9% | 0.0% | +0.3% |
| 30D | -14.2% | +17.5% | -31.7% | -26.8% |
| 3M | -5.5% | +15.4% | -21.0% | -18.0% |
| 6M | +32.8% | +24.6% | +8.2% | +6.6% |
| YTD | -8.9% | +14.4% | -23.3% | -20.5% |
| 1Y | -7.7% | +26.9% | -34.7% | -27.0% |
| 3Y | +139.0% | +119.8% | +19.2% | +13.8% |
| 5Y | -0.5% | +70.5% | -71.0% | -39.4% |
| 10Y | +3,557.0% | +475.8% | +3,081.2% | +862.6% |
| All | +3,557.0% | +472.5% | +3,084.6% | +862.6% |
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