+96.4%
SHOP vs NOK
+185.9%
-89.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.6% |
| 7D | -10.6% | +9.3% | -20.0% | -12.0% |
| 30D | -18.3% | +17.9% | -36.1% | -20.6% |
| 3M | +14.8% | -22.3% | +37.1% | +19.4% |
| 6M | -5.0% | +36.4% | -41.4% | -18.3% |
| YTD | -21.2% | +66.3% | -87.5% | -37.1% |
| 1Y | -11.6% | +134.4% | -146.0% | -40.1% |
| All | +96.4% | +185.9% | -89.5% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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