-4.9%
SHOP vs UUUU
-55.1%
+50.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.2% | +7.4% |
| 7D | -9.0% | -14.4% | +5.4% | -7.3% |
| 30D | -4.4% | -33.6% | +29.2% | 0.0% |
| 3M | +24.1% | -44.2% | +68.3% | +32.0% |
| 6M | +20.0% | -66.8% | +86.8% | +34.7% |
| YTD | -4.9% | -50.6% | +45.7% | -2.7% |
| 1Y | -4.9% | -57.8% | +52.9% | +0.9% |
| All | -4.9% | -55.1% | +50.2% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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