-9.1%
SHOP vs ONON
-23.0%
+13.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.6% | -5.0% | -6.2% |
| 7D | -4.1% | -1.7% | -2.4% | -3.1% |
| 30D | -11.5% | -27.4% | +15.9% | +3.0% |
| 3M | +21.1% | -26.5% | +47.6% | +39.8% |
| 6M | +3.0% | -34.2% | +37.2% | +24.4% |
| YTD | -16.7% | -41.3% | +24.6% | +7.1% |
| 1Y | -8.3% | -39.7% | +31.4% | +13.9% |
| 3Y | +112.8% | -7.8% | +120.7% | +92.5% |
| All | -9.1% | -23.0% | +13.9% | -27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling