+146.4%
SHOP vs NDAQ
+122.6%
+23.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.3% |
| 7D | -5.4% | +0.8% | -6.3% | -5.9% |
| 30D | -10.3% | +16.5% | -26.8% | -23.1% |
| 3M | +1.0% | +13.5% | -12.5% | -11.1% |
| 6M | +41.2% | +20.9% | +20.3% | +16.2% |
| YTD | -7.5% | +11.4% | -18.9% | -16.8% |
| 1Y | -4.6% | +25.9% | -30.5% | -24.6% |
| 3Y | +146.4% | +119.9% | +26.6% | +26.6% |
| All | +146.4% | +122.6% | +23.8% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling