-12.7%
SHOP vs ONON
-22.6%
+9.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +0.6% |
| 7D | -11.2% | -2.1% | -9.2% | -10.1% |
| 30D | -14.4% | -11.6% | -2.8% | -8.6% |
| 3M | +16.6% | -30.1% | +46.7% | +38.5% |
| 6M | -0.6% | -30.5% | +29.9% | +16.6% |
| YTD | -20.0% | -41.0% | +21.0% | +2.6% |
| 1Y | -11.2% | -36.7% | +25.5% | +7.4% |
| 3Y | +99.5% | -8.6% | +108.1% | +81.5% |
| All | -12.7% | -22.6% | +9.9% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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