+8,434.7%
SHOP vs TECH
+204.0%
+8,230.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +0.6% | +0.7% | -0.1% | +0.2% |
| 3M | +25.0% | +36.3% | -11.3% | +0.8% |
| 6M | +11.9% | +25.6% | -13.7% | -7.6% |
| YTD | -9.9% | +23.7% | -33.6% | -25.9% |
| 1Y | 0.0% | +37.6% | -37.7% | -24.7% |
| 3Y | +117.5% | -6.6% | +124.1% | +93.9% |
| 5Y | -6.6% | -42.2% | +35.6% | +23.0% |
| 10Y | +3,320.3% | +187.6% | +3,132.7% | +1,525.3% |
| All | +8,434.7% | +204.0% | +8,230.7% | +3,966.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling