+2,993.7%
SHOP vs OMC
+34.2%
+2,959.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | -11.2% | -4.4% | -6.9% | -9.5% |
| 30D | -14.4% | -7.6% | -6.8% | -11.5% |
| 3M | +16.6% | +4.5% | +12.1% | +14.6% |
| 6M | -0.6% | -0.3% | -0.3% | -0.4% |
| YTD | -20.0% | -0.1% | -19.9% | -20.3% |
| 1Y | -11.2% | +4.6% | -15.8% | -13.7% |
| 3Y | +99.5% | +10.5% | +89.0% | +88.8% |
| 5Y | -13.2% | +31.7% | -44.9% | -20.3% |
| All | +2,993.7% | +34.2% | +2,959.5% | +2,816.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling