+146.7%
SHOP vs TEAM
-12.2%
+158.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -16.2% | +19.7% | +9.2% |
| 7D | -5.4% | -19.8% | +14.4% | +1.3% |
| 30D | -10.3% | -21.5% | +11.2% | -3.3% |
| 3M | +1.0% | +39.5% | -38.5% | -14.2% |
| 6M | +41.2% | +73.1% | -31.8% | +8.9% |
| YTD | -7.5% | -5.2% | -2.3% | -12.0% |
| 1Y | -4.6% | -1.6% | -3.0% | -10.7% |
| All | +146.7% | -12.2% | +158.8% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling