+96.1%
SHOP vs UUUU
+83.7%
+12.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.7% |
| 7D | -13.2% | -5.0% | -8.2% | -12.7% |
| 30D | -17.0% | -7.8% | -9.3% | -16.3% |
| 3M | +17.0% | -0.4% | +17.4% | +16.3% |
| 6M | -2.1% | -32.9% | +30.8% | +1.6% |
| YTD | -21.4% | -6.3% | -15.1% | -23.7% |
| 1Y | -11.0% | +7.9% | -18.9% | -18.3% |
| All | +96.1% | +83.7% | +12.4% | +49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling