-11.2%
SHOP vs UUUU
-40.6%
+29.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.6% |
| 7D | -1.2% | -1.1% | -0.2% | -1.1% |
| 30D | -14.7% | -21.0% | +6.3% | -9.6% |
| 3M | -7.2% | -54.8% | +47.6% | +12.4% |
| 6M | +54.2% | -67.3% | +121.5% | +99.4% |
| YTD | -8.6% | -54.7% | +46.1% | +1.3% |
| 1Y | +0.5% | -57.4% | +57.9% | +12.3% |
| 3Y | +135.9% | -19.6% | +155.6% | +78.0% |
| All | -11.2% | -40.6% | +29.4% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling