+41.2%
SHOP vs URI
+12.1%
+29.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.6% |
| 7D | -5.4% | -9.8% | +4.3% | -6.1% |
| 30D | -10.3% | +1.7% | -12.1% | -9.9% |
| 3M | +1.0% | -9.1% | +10.1% | -0.5% |
| 6M | +41.2% | +9.9% | +31.4% | +43.2% |
| All | +41.2% | +12.1% | +29.1% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 6mo: compounded portfolio wealth divided by compounded URI 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…
6mo analysis · Full analysis span regression · 6 months rolling