+8,434.7%
SHOP vs PEG
+153.2%
+8,281.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.1% | +0.7% | -5.8% | -5.3% |
| 30D | +0.6% | -2.4% | +3.0% | +1.3% |
| 3M | +25.0% | -4.8% | +29.8% | +26.7% |
| 6M | +11.9% | -10.7% | +22.6% | +15.6% |
| YTD | -9.9% | -6.7% | -3.2% | -8.7% |
| 1Y | 0.0% | -6.8% | +6.8% | +1.2% |
| 3Y | +117.5% | +34.5% | +83.0% | +91.1% |
| 5Y | -6.6% | +35.8% | -42.4% | -18.8% |
| 10Y | +3,320.3% | +141.7% | +3,178.6% | +2,241.0% |
| All | +8,434.7% | +153.2% | +8,281.5% | +6,285.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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