-4.9%
SHOP vs NVDL
-23.5%
+18.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.1% | +13.4% | +8.4% |
| 7D | -9.0% | -14.0% | +5.0% | -6.5% |
| 30D | -4.4% | -31.2% | +26.8% | +2.3% |
| 3M | +24.1% | -15.5% | +39.6% | +27.3% |
| 6M | +20.0% | -10.3% | +30.2% | +18.6% |
| YTD | -4.9% | -5.8% | +0.9% | -9.4% |
| 1Y | -4.9% | -20.1% | +15.2% | -4.7% |
| All | -4.9% | -23.5% | +18.5% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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