-4.9%
SHOP vs OPEN
-72.7%
+67.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +13.8% | -6.5% | +4.2% |
| 7D | -9.0% | +3.7% | -12.7% | -9.8% |
| 30D | -4.4% | -14.3% | +9.9% | -1.8% |
| 3M | +24.1% | -51.9% | +76.1% | +43.4% |
| 6M | +20.0% | -61.4% | +81.4% | +44.2% |
| YTD | -4.9% | -66.0% | +61.1% | +14.2% |
| 1Y | -4.9% | -71.4% | +66.5% | +15.8% |
| All | -4.9% | -72.7% | +67.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling