+8,434.7%
SHOP vs PSX
+376.0%
+8,058.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.1% | +4.5% | -9.6% | -6.2% |
| 30D | +0.6% | +26.6% | -26.0% | -5.4% |
| 3M | +25.0% | +39.3% | -14.2% | +14.4% |
| 6M | +11.9% | +56.8% | -44.9% | -1.4% |
| YTD | -9.9% | +101.8% | -111.7% | -26.2% |
| 1Y | 0.0% | +99.6% | -99.6% | -18.2% |
| 3Y | +117.5% | +140.3% | -22.9% | +68.3% |
| 5Y | -6.6% | +339.3% | -346.0% | -38.7% |
| 10Y | +3,320.3% | +369.9% | +2,950.5% | +1,863.6% |
| All | +8,434.7% | +376.0% | +8,058.7% | +4,789.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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