+96.4%
SHOP vs SPXU
-79.8%
+176.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.4% | -6.9% | -4.4% |
| 7D | -10.6% | +1.3% | -11.9% | -9.6% |
| 30D | -18.3% | +5.1% | -23.4% | -14.8% |
| 3M | +14.8% | -9.1% | +24.0% | +8.6% |
| 6M | -5.0% | -29.6% | +24.6% | -24.2% |
| YTD | -21.2% | -27.7% | +6.4% | -34.7% |
| 1Y | -11.6% | -37.0% | +25.4% | -31.9% |
| All | +96.4% | -79.8% | +176.2% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling