+99.5%
SHOP vs NI
+68.9%
+30.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -14.2% |
| 3M | +16.6% | -10.6% | +27.2% | +19.2% |
| 6M | -0.6% | -9.3% | +8.8% | +0.6% |
| YTD | -20.0% | +1.1% | -21.1% | -22.7% |
| 1Y | -11.2% | +3.4% | -14.6% | -14.9% |
| 3Y | +99.5% | +67.9% | +31.6% | +51.6% |
| All | +99.5% | +68.9% | +30.6% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling