+2,993.7%
SHOP vs NI
+143.3%
+2,850.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -11.2% | 0.0% | -11.3% | -11.3% |
| 30D | -14.4% | -1.4% | -13.0% | -14.1% |
| 3M | +16.6% | -10.6% | +27.2% | +20.1% |
| 6M | -0.6% | -9.3% | +8.8% | +1.5% |
| YTD | -20.0% | +1.1% | -21.1% | -21.4% |
| 1Y | -11.2% | +3.4% | -14.6% | -13.4% |
| 3Y | +99.5% | +67.9% | +31.6% | +64.3% |
| 5Y | -13.2% | +98.0% | -111.2% | -32.2% |
| All | +2,993.7% | +143.3% | +2,850.4% | +2,196.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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