+112.8%
SHOP vs NU
+124.8%
-12.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.3% | -7.3% | -7.4% |
| 7D | -4.1% | +6.0% | -10.1% | -6.9% |
| 30D | -11.5% | +10.8% | -22.3% | -16.5% |
| 3M | +21.1% | +32.2% | -11.1% | +3.8% |
| 6M | +3.0% | +5.1% | -2.1% | -1.0% |
| YTD | -16.7% | -8.4% | -8.3% | -14.4% |
| 1Y | -8.3% | +0.7% | -9.0% | -10.5% |
| 3Y | +112.8% | +125.1% | -12.3% | +30.8% |
| All | +112.8% | +124.8% | -12.0% | +30.8% |
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