+3,781.0%
SHOP vs WEC
+197.9%
+3,583.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | -1.2% | +2.3% | -3.5% | -1.5% |
| 30D | -14.7% | +11.1% | -25.8% | -15.8% |
| 3M | -7.2% | +8.4% | -15.7% | -8.1% |
| 6M | +54.2% | +7.5% | +46.7% | +52.6% |
| YTD | -8.6% | +15.3% | -24.0% | -10.7% |
| 1Y | +0.5% | +9.7% | -9.2% | -1.0% |
| 3Y | +135.9% | +64.7% | +71.3% | +113.2% |
| 5Y | -11.9% | +57.3% | -69.2% | -20.1% |
| All | +3,781.0% | +197.9% | +3,583.1% | +3,446.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling