+8,434.7%
SHOP vs NOK
+82.9%
+8,351.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.4% |
| 7D | -5.1% | -1.8% | -3.3% | -4.6% |
| 30D | +0.6% | +4.7% | -4.1% | -1.2% |
| 3M | +25.0% | -39.7% | +64.7% | +43.9% |
| 6M | +11.9% | +23.1% | -11.2% | -2.8% |
| YTD | -9.9% | +55.0% | -64.9% | -28.7% |
| 1Y | 0.0% | +118.0% | -118.1% | -31.7% |
| 3Y | +117.5% | +170.5% | -53.0% | +34.7% |
| 5Y | -6.6% | +84.9% | -91.5% | -33.3% |
| 10Y | +3,320.3% | +112.0% | +3,208.3% | +1,863.0% |
| All | +8,434.7% | +82.9% | +8,351.8% | +5,547.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling