-49.5%
SHPU vs SPY
+18.1%
-67.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.8% | +0.4% |
| 7D | -22.2% | -0.8% | -21.5% | -19.5% |
| 30D | -28.9% | -1.1% | -27.8% | -24.9% |
| 3M | +21.6% | +3.9% | +17.7% | +4.9% |
| 6M | -23.1% | +13.6% | -36.7% | -56.6% |
| YTD | -55.4% | +12.7% | -68.1% | -72.4% |
| 1Y | -49.5% | +17.5% | -67.0% | -75.0% |
| All | -49.5% | +18.1% | -67.6% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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