+1,173.9%
SHOP vs SPOT
+267.1%
+906.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.5% |
| 7D | -2.7% | +2.5% | -5.2% | -4.1% |
| 30D | -11.0% | +15.1% | -26.1% | -19.4% |
| 3M | +0.3% | +24.8% | -24.5% | -14.5% |
| 6M | +37.7% | +45.8% | -8.1% | +4.9% |
| YTD | -5.5% | +4.9% | -10.4% | -12.8% |
| 1Y | -0.2% | -1.3% | +1.0% | -4.7% |
| 3Y | +151.9% | +257.7% | -105.8% | -5.5% |
| 5Y | -2.2% | +118.5% | -120.7% | -54.1% |
| All | +1,173.9% | +267.1% | +906.7% | +292.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling