+135.9%
SHOP vs ONON
+24.8%
+111.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.5% |
| 7D | -1.2% | -10.0% | +8.8% | +3.2% |
| 30D | -14.7% | -5.3% | -9.5% | -13.1% |
| 3M | -7.2% | +6.5% | -13.7% | -10.1% |
| 6M | +54.2% | -5.0% | +59.2% | +54.4% |
| YTD | -8.6% | -27.6% | +19.0% | +2.1% |
| 1Y | +0.5% | -20.7% | +21.2% | +7.7% |
| 3Y | +135.9% | +26.6% | +109.3% | +115.0% |
| All | +135.9% | +24.8% | +111.1% | +115.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling