+8,434.7%
SHOP vs WU
-39.0%
+8,473.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.7% |
| 30D | +0.6% | -1.1% | +1.7% | +1.2% |
| 3M | +25.0% | -3.9% | +28.9% | +25.8% |
| 6M | +11.9% | -20.7% | +32.6% | +24.1% |
| YTD | -9.9% | -18.4% | +8.5% | -1.9% |
| 1Y | 0.0% | -8.1% | +8.0% | +1.3% |
| 3Y | +117.5% | -24.2% | +141.7% | +137.1% |
| 5Y | -6.6% | -50.4% | +43.8% | +25.6% |
| 10Y | +3,320.3% | -40.0% | +3,360.4% | +3,551.8% |
| All | +8,434.7% | -39.0% | +8,473.7% | +9,118.1% |
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