-15.2%
SHOP vs NU
+33.3%
-48.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.3% | -4.3% |
| 7D | -10.6% | -2.6% | -8.0% | -9.4% |
| 30D | -18.3% | +8.2% | -26.5% | -22.0% |
| 3M | +14.8% | +26.3% | -11.4% | +0.8% |
| 6M | -5.0% | +2.2% | -7.3% | -7.4% |
| YTD | -21.2% | -10.4% | -10.8% | -18.3% |
| 1Y | -11.6% | -3.0% | -8.6% | -12.1% |
| 3Y | +101.2% | +120.3% | -19.0% | +24.7% |
| All | -15.2% | +33.3% | -48.5% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling