-4.9%
SHOP vs NVD
-27.4%
+22.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.5% | +0.9% | +8.5% |
| 7D | -9.0% | +15.0% | -24.0% | -6.5% |
| 30D | -4.4% | +39.3% | -43.7% | +2.2% |
| 3M | +24.1% | +3.1% | +21.0% | +27.0% |
| 6M | +20.0% | -19.0% | +39.0% | +18.2% |
| YTD | -4.9% | -35.5% | +30.6% | -9.9% |
| 1Y | -4.9% | -30.2% | +25.3% | -5.6% |
| All | -4.9% | -27.4% | +22.4% | -5.6% |
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