-7.7%
SHOP vs NDAQ
+27.8%
-35.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.8% |
| 7D | +2.8% | +2.9% | 0.0% | +0.5% |
| 30D | -14.2% | +17.5% | -31.7% | -25.6% |
| 3M | -5.5% | +15.4% | -21.0% | -16.7% |
| 6M | +32.8% | +24.6% | +8.2% | +9.0% |
| YTD | -8.9% | +14.4% | -23.3% | -18.1% |
| 1Y | -7.7% | +26.9% | -34.7% | -28.6% |
| All | -7.7% | +27.8% | -35.6% | -28.6% |
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 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