-4.9%
SHOP vs SPOT
+0.4%
-5.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +5.6% |
| 7D | -9.0% | +16.6% | -25.6% | -14.4% |
| 30D | -4.4% | +29.9% | -34.4% | -14.7% |
| 3M | +24.1% | +31.3% | -7.2% | +9.4% |
| 6M | +20.0% | +43.2% | -23.2% | +0.9% |
| YTD | -4.9% | +8.1% | -13.0% | -10.5% |
| 1Y | -4.9% | -0.3% | -4.6% | -9.2% |
| All | -4.9% | +0.4% | -5.3% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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