+1,078.3%
SMCI vs SHOP
+7,358.2%
-6,280.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.1% | -2.1% |
| 7D | +5.2% | -10.6% | +15.8% | +7.8% |
| 30D | +23.7% | -18.3% | +42.0% | +29.3% |
| 3M | -4.2% | +14.8% | -19.0% | -8.5% |
| 6M | +21.7% | -5.0% | +26.8% | +21.4% |
| YTD | +33.0% | -21.2% | +54.2% | +37.2% |
| 1Y | -9.3% | -11.6% | +2.3% | -8.9% |
| 3Y | +38.7% | +101.2% | -62.5% | +11.5% |
| 5Y | +967.2% | -15.7% | +982.9% | +808.7% |
| 10Y | +1,745.9% | +2,989.4% | -1,243.5% | +816.2% |
| All | +1,078.3% | +7,358.2% | -6,280.0% | +461.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling