+3,772.8%
SHOP vs QID
-99.1%
+3,871.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.2% |
| 7D | +2.1% | -11.8% | +13.9% | -7.2% |
| 30D | -16.8% | +14.2% | -31.1% | -5.7% |
| 3M | -2.4% | +8.8% | -11.2% | +7.6% |
| 6M | +47.0% | +1.5% | +45.5% | +54.9% |
| YTD | -8.8% | -23.8% | +15.0% | -21.6% |
| 1Y | -6.3% | -22.0% | +15.7% | -17.0% |
| 3Y | +139.3% | -71.9% | +211.2% | +19.6% |
| 5Y | -12.1% | -77.6% | +65.5% | -41.7% |
| All | +3,772.8% | -99.1% | +3,871.9% | +314.3% |
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