+8,659.4%
SHOP vs NDAQ
+640.9%
+8,018.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.1% |
| 3M | +1.0% | +13.5% | -12.5% | -10.2% |
| 6M | +41.2% | +20.9% | +20.3% | +18.1% |
| YTD | -7.5% | +11.4% | -18.9% | -16.4% |
| 1Y | -4.6% | +25.9% | -30.5% | -22.7% |
| 3Y | +146.4% | +119.9% | +26.6% | +24.1% |
| 5Y | -2.5% | +61.7% | -64.3% | -35.6% |
| 10Y | +3,703.6% | +481.6% | +3,222.0% | +1,080.1% |
| All | +8,659.4% | +640.9% | +8,018.6% | +2,511.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling