+55.3%
SHOP vs OPEN
-71.4%
+126.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.5% | -5.0% | -7.0% |
| 7D | -4.1% | +1.0% | -5.1% | -4.3% |
| 30D | -11.5% | -11.9% | +0.4% | -9.0% |
| 3M | +21.1% | -28.8% | +49.8% | +29.1% |
| 6M | +3.0% | -38.6% | +41.6% | +12.9% |
| YTD | -16.7% | -47.3% | +30.6% | -6.7% |
| 1Y | -8.3% | -49.2% | +40.9% | -6.9% |
| 3Y | +112.8% | -18.8% | +131.6% | +39.1% |
| 5Y | -9.3% | -83.6% | +74.4% | -23.2% |
| All | +55.3% | -71.4% | +126.7% | +28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling