+7,788.2%
SHOP vs SU
+241.5%
+7,546.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.8% | -8.4% | -7.8% |
| 7D | -4.1% | -1.0% | -3.1% | -3.9% |
| 30D | -11.5% | +13.7% | -25.2% | -14.2% |
| 3M | +21.1% | +8.0% | +13.0% | +18.0% |
| 6M | +3.0% | +21.0% | -18.0% | -3.1% |
| YTD | -16.7% | +56.2% | -72.9% | -26.8% |
| 1Y | -8.3% | +72.2% | -80.5% | -21.7% |
| 3Y | +112.8% | +118.1% | -5.3% | +70.1% |
| 5Y | -9.3% | +350.3% | -359.6% | -39.5% |
| 10Y | +3,003.4% | +248.5% | +2,755.0% | +2,014.9% |
| All | +7,788.2% | +241.5% | +7,546.7% | +5,367.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling