+8,434.7%
SHOP vs WEC
+217.5%
+8,217.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | -5.1% | -0.3% | -4.8% | -5.1% |
| 30D | +0.6% | -1.3% | +1.9% | +0.7% |
| 3M | +25.0% | -3.9% | +29.0% | +25.5% |
| 6M | +11.9% | -8.3% | +20.2% | +13.0% |
| YTD | -9.9% | +3.1% | -12.9% | -10.8% |
| 1Y | 0.0% | +1.9% | -2.0% | -1.0% |
| 3Y | +117.5% | +41.9% | +75.6% | +100.6% |
| 5Y | -6.6% | +30.8% | -37.4% | -13.1% |
| 10Y | +3,320.3% | +141.9% | +3,178.4% | +2,824.0% |
| All | +8,434.7% | +217.5% | +8,217.2% | +7,117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling