+8,552.4%
SHOP vs PSX
+394.3%
+8,158.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | 0.0% |
| 7D | -1.2% | +7.8% | -9.0% | -3.0% |
| 30D | -14.7% | -10.9% | -3.8% | -12.5% |
| 3M | -7.2% | +14.5% | -21.7% | -11.0% |
| 6M | +54.2% | +56.1% | -1.9% | +36.1% |
| YTD | -8.6% | +109.6% | -118.2% | -26.3% |
| 1Y | +0.5% | +95.5% | -95.0% | -17.6% |
| 3Y | +135.9% | +156.2% | -20.2% | +78.8% |
| 5Y | -11.9% | +310.0% | -321.9% | -41.4% |
| 10Y | +3,608.8% | +368.0% | +3,240.7% | +2,051.4% |
| All | +8,552.4% | +394.3% | +8,158.1% | +4,781.1% |
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