-1.8%
SHOP vs NU
+5.2%
-7.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | +0.3% |
| 7D | +2.1% | +0.8% | +1.3% | +1.7% |
| 30D | -16.8% | -24.1% | +7.2% | -5.6% |
| 3M | -2.4% | -12.8% | +10.3% | +1.8% |
| 6M | +47.0% | -10.9% | +57.9% | +50.7% |
| YTD | -8.8% | -29.3% | +20.5% | +4.5% |
| 1Y | -6.3% | -26.9% | +20.6% | +5.4% |
| 3Y | +139.3% | +38.8% | +100.4% | +84.8% |
| All | -1.8% | +5.2% | -7.0% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling