-14.2%
SHOP vs ONON
-24.2%
+10.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -13.2% | -5.3% | -7.9% | -10.6% |
| 30D | -17.0% | -13.1% | -3.9% | -10.6% |
| 3M | +17.0% | -29.3% | +46.3% | +38.1% |
| 6M | -2.1% | -34.5% | +32.4% | +18.5% |
| YTD | -21.4% | -42.2% | +20.9% | +2.0% |
| 1Y | -11.0% | -37.3% | +26.4% | +8.3% |
| 3Y | +100.9% | -9.3% | +110.2% | +83.3% |
| All | -14.2% | -24.2% | +10.0% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling