+34.8%
SMCI vs SHOP
+99.7%
-64.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.8% | -3.9% |
| 7D | -1.3% | -13.2% | +11.9% | +2.7% |
| 30D | +18.3% | -17.0% | +35.3% | +24.6% |
| 3M | +27.7% | +17.0% | +10.7% | +18.7% |
| 6M | +17.6% | -2.1% | +19.7% | +15.8% |
| YTD | +27.7% | -21.4% | +49.1% | +33.1% |
| 1Y | -14.9% | -11.0% | -3.9% | -14.6% |
| All | +34.8% | +99.7% | -64.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 3y: compounded portfolio wealth divided by compounded SHOP 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…
3y analysis · Full analysis span regression · 6 months rolling