-6.3%
SHOP vs TER
+46.6%
-52.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | +2.1% | +24.0% | -21.9% | +1.9% |
| 30D | -16.8% | -30.6% | +13.8% | -17.3% |
| 3M | -2.4% | -34.5% | +32.1% | -3.0% |
| 6M | +47.0% | -26.4% | +73.4% | +43.7% |
| YTD | -8.8% | +36.4% | -45.2% | -28.8% |
| 1Y | -6.3% | +47.4% | -53.7% | -31.1% |
| All | -6.3% | +46.6% | -52.9% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling