+8,524.1%
SHOP vs QID
-99.3%
+8,623.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -2.6% |
| 7D | +2.8% | +1.8% | +1.1% | +5.4% |
| 30D | -14.2% | +21.6% | -35.8% | +1.8% |
| 3M | -5.5% | +12.6% | -18.2% | +6.8% |
| 6M | +32.8% | +6.9% | +25.9% | +45.6% |
| YTD | -8.9% | -20.5% | +11.6% | -18.8% |
| 1Y | -7.7% | -18.1% | +10.4% | -14.8% |
| 3Y | +139.0% | -70.7% | +209.7% | +26.1% |
| 5Y | -0.5% | -77.2% | +76.7% | -31.7% |
| 10Y | +3,557.0% | -99.0% | +3,656.1% | +437.3% |
| All | +8,524.1% | -99.3% | +8,623.4% | +1,129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling