-11.6%
SHOP vs TEAM
-3.4%
-8.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.7% |
| 7D | -10.6% | -4.7% | -6.0% | -9.2% |
| 30D | -18.3% | +17.0% | -35.3% | -22.3% |
| 3M | +14.8% | +85.9% | -71.1% | -8.6% |
| 6M | -5.0% | +116.7% | -121.7% | -29.3% |
| YTD | -21.2% | +9.6% | -30.9% | -32.8% |
| 1Y | -11.6% | -2.5% | -9.1% | -22.5% |
| All | -11.6% | -3.4% | -8.2% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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