-2.9%
SHOP vs OPEN
-93.8%
+90.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -21.8% | +25.4% | +8.6% |
| 7D | -5.4% | -22.2% | +16.8% | -0.8% |
| 30D | -10.3% | -38.3% | +28.0% | -1.2% |
| 3M | +1.0% | -59.4% | +60.4% | +22.1% |
| 6M | +41.2% | -74.4% | +115.6% | +87.2% |
| YTD | -7.5% | -76.0% | +68.5% | +22.2% |
| 1Y | -4.6% | -78.7% | +74.1% | +27.4% |
| 3Y | +146.4% | -30.0% | +176.4% | +45.4% |
| All | -2.9% | -93.8% | +90.9% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling