+23.2%
SHOP vs SNDQ
-90.8%
+113.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +15.3% | -7.9% | +6.8% |
| 7D | -9.0% | +66.1% | -75.2% | -10.8% |
| 30D | -4.4% | +122.5% | -127.0% | -7.9% |
| 3M | +24.1% | +11.6% | +12.5% | +22.3% |
| 6M | +20.0% | -82.2% | +102.2% | +24.5% |
| All | +23.2% | -90.8% | +113.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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