+146.4%
SHOP vs SPOT
+255.6%
-109.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.4% | +4.4% |
| 7D | -5.4% | +1.6% | -7.1% | -6.0% |
| 30D | -10.3% | +17.6% | -27.9% | -17.0% |
| 3M | +1.0% | +26.9% | -25.9% | -10.3% |
| 6M | +41.2% | +41.8% | -0.6% | +18.1% |
| YTD | -7.5% | +3.8% | -11.3% | -11.6% |
| 1Y | -4.6% | -2.5% | -2.1% | -6.4% |
| 3Y | +146.4% | +260.6% | -114.1% | +75.4% |
| All | +146.4% | +255.6% | -109.2% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling