+7,788.2%
SHOP vs UUUU
+208.4%
+7,579.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.0% | -8.6% | -7.8% |
| 7D | -4.1% | +2.8% | -6.9% | -4.6% |
| 30D | -11.5% | +3.4% | -14.9% | -12.3% |
| 3M | +21.1% | -3.9% | +24.9% | +20.6% |
| 6M | +3.0% | -23.2% | +26.2% | +5.9% |
| YTD | -16.7% | +0.6% | -17.2% | -21.3% |
| 1Y | -8.3% | +22.9% | -31.1% | -19.9% |
| 3Y | +112.8% | +98.6% | +14.2% | +55.2% |
| 5Y | -9.3% | +130.2% | -139.5% | -37.6% |
| 10Y | +3,003.4% | +519.5% | +2,484.0% | +1,449.5% |
| All | +7,788.2% | +208.4% | +7,579.8% | +3,852.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling