+2,993.7%
SHOP vs QID
-99.2%
+3,092.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +0.3% |
| 7D | -11.2% | +1.3% | -12.5% | -10.3% |
| 30D | -14.4% | +2.9% | -17.3% | -11.9% |
| 3M | +16.6% | -0.7% | +17.3% | +16.7% |
| 6M | -0.6% | -29.7% | +29.1% | -23.4% |
| YTD | -20.0% | -27.9% | +7.9% | -35.8% |
| 1Y | -11.2% | -34.6% | +23.4% | -32.3% |
| 3Y | +99.5% | -73.5% | +173.0% | -5.1% |
| 5Y | -13.2% | -81.0% | +67.8% | -49.6% |
| All | +2,993.7% | -99.2% | +3,092.8% | +231.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling