+432.9%
SNXX vs SHOP
+5.7%
+427.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.5% | +23.9% | +23.2% |
| 7D | +34.9% | -5.1% | +40.0% | +32.0% |
| 30D | +52.5% | +0.6% | +52.0% | +53.5% |
| 3M | -41.3% | +25.0% | -66.4% | -33.5% |
| 6M | +293.8% | +11.9% | +281.9% | +332.5% |
| All | +432.9% | +5.7% | +427.2% | +472.1% |
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 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