+368.8%
SNXX vs SHOP
-6.2%
+374.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.7% | -8.8% | -6.3% |
| 7D | -12.0% | -11.2% | -0.8% | -16.0% |
| 30D | +37.9% | -14.4% | +52.3% | +29.6% |
| 3M | -52.7% | +16.6% | -69.2% | -48.7% |
| 6M | +194.8% | -0.6% | +195.4% | +208.3% |
| All | +368.8% | -6.2% | +374.9% | +380.3% |
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