+112.8%
SHOP vs NDAQ
+91.7%
+21.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.9% | -5.7% | -5.6% |
| 7D | -4.1% | -2.6% | -1.5% | -1.5% |
| 30D | -11.5% | +0.5% | -12.0% | -11.8% |
| 3M | +21.1% | +9.9% | +11.1% | +9.6% |
| 6M | +3.0% | +8.2% | -5.2% | -4.9% |
| YTD | -16.7% | -1.5% | -15.2% | -15.2% |
| 1Y | -8.3% | +1.3% | -9.6% | -9.6% |
| 3Y | +112.8% | +92.6% | +20.2% | +15.6% |
| All | +112.8% | +91.7% | +21.1% | +15.6% |
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