+8,524.1%
SHOP vs WU
-39.0%
+8,563.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -4.2% |
| 7D | +2.8% | +11.0% | -8.2% | -2.8% |
| 30D | -14.2% | +13.4% | -27.6% | -19.8% |
| 3M | -5.5% | +2.2% | -7.7% | -7.1% |
| 6M | +32.8% | -18.2% | +51.0% | +44.4% |
| YTD | -8.9% | -18.3% | +9.4% | -1.5% |
| 1Y | -7.7% | -12.2% | +4.4% | -4.1% |
| 3Y | +139.0% | -20.8% | +159.8% | +153.2% |
| 5Y | -0.5% | -42.6% | +42.0% | +24.2% |
| 10Y | +3,557.0% | -35.5% | +3,592.5% | +3,576.9% |
| All | +8,524.1% | -39.0% | +8,563.1% | +9,154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling