+0.5%
SHOP vs SNPS
+14.9%
-14.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.9% |
| 7D | -1.2% | +1.1% | -2.3% | -1.6% |
| 30D | -14.7% | -5.2% | -9.6% | -13.0% |
| 3M | -7.2% | +10.6% | -17.8% | -11.7% |
| 6M | +54.2% | -10.6% | +64.8% | +58.9% |
| YTD | -8.6% | -3.1% | -5.5% | -14.0% |
| 1Y | +0.5% | +15.6% | -15.0% | -8.9% |
| All | +0.5% | +14.9% | -14.4% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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