+139.0%
SHOP vs NU
+45.0%
+94.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -2.5% |
| 7D | +2.8% | +4.0% | -1.2% | +1.1% |
| 30D | -14.2% | -25.1% | +10.9% | -2.5% |
| 3M | -5.5% | -12.8% | +7.3% | -1.7% |
| 6M | +32.8% | -12.5% | +45.3% | +37.0% |
| YTD | -8.9% | -27.8% | +18.9% | +3.1% |
| 1Y | -7.7% | -24.6% | +16.9% | +1.8% |
| 3Y | +139.0% | +41.8% | +97.2% | +87.1% |
| All | +139.0% | +45.0% | +94.0% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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