+68.0%
SHOP vs OPEN
-70.7%
+138.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.7% |
| 7D | -5.1% | -4.3% | -0.9% | -4.1% |
| 30D | +0.6% | -16.2% | +16.8% | +4.5% |
| 3M | +25.0% | -36.4% | +61.4% | +36.7% |
| 6M | +11.9% | -35.5% | +47.4% | +21.3% |
| YTD | -9.9% | -46.0% | +36.1% | +0.3% |
| 1Y | 0.0% | -47.1% | +47.1% | +0.2% |
| 3Y | +117.5% | -19.0% | +136.5% | +42.6% |
| 5Y | -6.6% | -83.6% | +76.9% | -21.1% |
| All | +68.0% | -70.7% | +138.7% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling