-4.9%
SHOP vs WU
-18.0%
+13.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.9% | +5.3% |
| 7D | -9.0% | +8.2% | -17.2% | -11.6% |
| 30D | -4.4% | +8.0% | -12.5% | -7.3% |
| 3M | +24.1% | -6.6% | +30.8% | +27.2% |
| 6M | +20.0% | -23.3% | +43.2% | +29.0% |
| YTD | -4.9% | -22.4% | +17.5% | +2.2% |
| 1Y | -4.9% | -18.0% | +13.1% | +2.4% |
| All | -4.9% | -18.0% | +13.1% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling