-6.5%
SHOP vs SPOT
-26.1%
+19.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.5% | -5.0% | -6.5% |
| 7D | -4.1% | -2.9% | -1.2% | -2.8% |
| 30D | -11.5% | +8.3% | -19.8% | -14.8% |
| 3M | +21.1% | +5.1% | +16.0% | +17.8% |
| 6M | +3.0% | -6.5% | +9.5% | +5.3% |
| YTD | -16.7% | -9.0% | -7.7% | -17.5% |
| All | -6.5% | -26.1% | +19.6% | -6.5% |
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