-4.9%
SHOP vs SPXU
-30.4%
+25.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.9% | +12.2% | +4.3% |
| 7D | -9.0% | +2.2% | -11.2% | -7.5% |
| 30D | -4.4% | +3.8% | -8.2% | -1.5% |
| 3M | +24.1% | +3.3% | +20.8% | +28.6% |
| 6M | +20.0% | -16.7% | +36.7% | +9.9% |
| YTD | -4.9% | -28.6% | +23.7% | -17.8% |
| 1Y | -4.9% | -30.6% | +25.7% | -18.7% |
| All | -4.9% | -30.4% | +25.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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