+70.0%
SHOP vs OPEN
-88.5%
+158.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.5% | +7.9% | +0.5% |
| 7D | +2.1% | -31.0% | +33.1% | +9.9% |
| 30D | -16.8% | -41.5% | +24.6% | -7.4% |
| 3M | -2.4% | -64.6% | +62.2% | +21.3% |
| 6M | +47.0% | -73.8% | +120.8% | +92.9% |
| YTD | -8.8% | -78.8% | +70.0% | +23.3% |
| 1Y | -6.3% | -86.8% | +80.6% | +39.7% |
| 3Y | +139.3% | -40.6% | +179.9% | +56.0% |
| 5Y | -12.1% | -94.7% | +82.6% | -5.6% |
| All | +70.0% | -88.5% | +158.5% | +70.3% |
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