+2,989.4%
SHOP vs TECH
+179.6%
+2,809.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.4% |
| 7D | -10.6% | -0.1% | -10.6% | -10.6% |
| 30D | -18.3% | +0.3% | -18.6% | -18.4% |
| 3M | +14.8% | +32.9% | -18.1% | -6.3% |
| 6M | -5.0% | +32.1% | -37.1% | -24.5% |
| YTD | -21.2% | +23.4% | -44.6% | -35.5% |
| 1Y | -11.6% | +34.1% | -45.7% | -32.7% |
| 3Y | +101.2% | +2.2% | +99.0% | +65.0% |
| 5Y | -15.7% | -41.8% | +26.1% | +12.4% |
| 10Y | +2,989.4% | +188.9% | +2,800.5% | +1,252.0% |
| All | +2,989.4% | +179.6% | +2,809.9% | +1,252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling