+96.2%
SMH vs SHOP
+3.0%
+93.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.7% |
| 7D | +2.5% | -5.1% | +7.6% | +3.1% |
| 30D | -0.5% | +0.6% | -1.1% | -0.6% |
| 3M | -9.6% | +25.0% | -34.7% | -12.7% |
| 6M | +42.1% | +11.9% | +30.2% | +39.1% |
| YTD | +57.4% | -9.9% | +67.3% | +65.0% |
| 1Y | +96.2% | 0.0% | +96.3% | +102.9% |
| All | +96.2% | +3.0% | +93.3% | +102.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling