-2.2%
SHOP vs TECH
-41.1%
+38.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | -11.0% | +0.5% | -11.5% | -11.2% |
| 3M | +0.3% | +0.9% | -0.5% | -0.1% |
| 6M | +37.7% | +51.0% | -13.3% | +6.7% |
| YTD | -5.5% | +24.4% | -29.9% | -21.1% |
| 1Y | -0.2% | +27.6% | -27.8% | -18.3% |
| 3Y | +151.9% | +29.9% | +122.0% | +63.2% |
| 5Y | -2.2% | -40.6% | +38.4% | +43.7% |
| All | -2.2% | -41.1% | +38.9% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling