+8,355.9%
SHOP vs SUI
+177.8%
+8,178.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.4% |
| 7D | -13.9% | +8.8% | -22.6% | -17.3% |
| 30D | -12.6% | +8.9% | -21.5% | -16.4% |
| 3M | -0.3% | +2.0% | -2.4% | -1.6% |
| 6M | +33.6% | -0.6% | +34.2% | +33.1% |
| YTD | -10.7% | +1.3% | -12.0% | -12.2% |
| 1Y | -11.8% | +1.3% | -13.0% | -13.3% |
| 3Y | +133.9% | +16.3% | +117.6% | +104.5% |
| 5Y | -5.9% | -25.1% | +19.1% | +4.4% |
| 10Y | +3,571.8% | +121.1% | +3,450.7% | +2,596.6% |
| All | +8,355.9% | +177.8% | +8,178.1% | +6,846.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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