+8,680.0%
SHOP vs TECH
+205.5%
+8,474.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | -16.7% | +0.3% | -17.0% | -16.9% |
| 3M | -2.2% | +1.0% | -3.2% | -2.7% |
| 6M | +45.6% | +54.0% | -8.4% | +8.6% |
| YTD | -7.3% | +24.3% | -31.6% | -24.0% |
| 1Y | -6.1% | +23.7% | -29.8% | -23.0% |
| 3Y | +143.3% | +28.5% | +114.9% | +66.9% |
| 5Y | +0.2% | -41.2% | +41.4% | +31.1% |
| 10Y | +3,663.5% | +189.2% | +3,474.3% | +1,682.3% |
| All | +8,680.0% | +205.5% | +8,474.5% | +4,072.4% |
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