0.0%
SHOP vs NVD
-61.9%
+61.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.8% |
| 7D | -5.1% | -11.1% | +6.0% | -7.2% |
| 30D | +0.6% | -13.3% | +13.8% | -1.6% |
| 3M | +25.0% | -19.8% | +44.9% | +23.0% |
| 6M | +11.9% | -48.8% | +60.7% | -1.3% |
| YTD | -9.9% | -49.7% | +39.8% | -19.6% |
| 1Y | 0.0% | -61.4% | +61.3% | -11.7% |
| All | 0.0% | -61.9% | +61.8% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling