-4.9%
SHOP vs SWKS
+14.2%
-19.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.9% | +10.2% | +7.4% |
| 7D | -9.0% | -4.9% | -4.1% | -8.9% |
| 30D | -4.4% | -1.2% | -3.2% | -4.3% |
| 3M | +24.1% | +24.2% | 0.0% | +21.2% |
| 6M | +20.0% | +21.5% | -1.5% | +16.3% |
| YTD | -4.9% | +33.5% | -38.4% | -9.6% |
| 1Y | -4.9% | +18.9% | -23.8% | 0.0% |
| All | -4.9% | +14.2% | -19.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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