+76.1%
SHOP vs OPEN
-86.9%
+163.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | -2.7% | -21.7% | +19.0% | +1.9% |
| 30D | -11.0% | -36.5% | +25.5% | -2.7% |
| 3M | +0.3% | -59.5% | +59.9% | +21.1% |
| 6M | +37.7% | -71.9% | +109.6% | +78.1% |
| YTD | -5.5% | -75.8% | +70.3% | +24.1% |
| 1Y | -0.2% | -78.5% | +78.3% | +32.5% |
| 3Y | +151.9% | -30.2% | +182.1% | +57.9% |
| 5Y | -2.2% | -93.3% | +91.1% | 0.0% |
| All | +76.1% | -86.9% | +163.0% | +71.5% |
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