+8,434.7%
SHOP vs WPM
+803.5%
+7,631.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.3% |
| 7D | -5.1% | +1.1% | -6.2% | -5.3% |
| 30D | +0.6% | +26.4% | -25.8% | -4.0% |
| 3M | +25.0% | +20.8% | +4.2% | +20.1% |
| 6M | +11.9% | +1.1% | +10.8% | +10.5% |
| YTD | -9.9% | +32.5% | -42.3% | -15.7% |
| 1Y | 0.0% | +51.5% | -51.6% | -9.1% |
| 3Y | +117.5% | +267.0% | -149.5% | +63.6% |
| 5Y | -6.6% | +250.1% | -256.8% | -30.0% |
| 10Y | +3,320.3% | +540.4% | +2,780.0% | +2,314.1% |
| All | +8,434.7% | +803.5% | +7,631.2% | +5,230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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