-12.8%
SHOP vs UUUU
+79.1%
-91.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +3.0% |
| 7D | -11.2% | -10.5% | -0.7% | -8.9% |
| 30D | -14.4% | -10.5% | -3.9% | -12.4% |
| 3M | +16.6% | -14.1% | +30.7% | +19.4% |
| 6M | -0.6% | -35.5% | +34.9% | +7.4% |
| YTD | -20.0% | -10.9% | -9.1% | -24.5% |
| 1Y | -11.2% | +3.4% | -14.5% | -24.6% |
| 3Y | +99.5% | +73.1% | +26.4% | +24.3% |
| All | -12.8% | +79.1% | -91.9% | -51.2% |
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