-4.9%
SHOP vs ROIV
+97.8%
-102.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.1% | +1.3% | +6.7% |
| 7D | -9.0% | +3.0% | -12.0% | -9.3% |
| 30D | -4.4% | +6.8% | -11.3% | -5.1% |
| 3M | +24.1% | +10.5% | +13.6% | +21.9% |
| 6M | +20.0% | +34.8% | -14.8% | +11.7% |
| YTD | -4.9% | +76.2% | -81.1% | -14.3% |
| 1Y | -4.9% | +92.4% | -97.3% | -17.8% |
| All | -4.9% | +97.8% | -102.7% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling