+12.9%
TQQQ vs SHOP
-6.2%
+19.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.3% | -4.5% | +0.3% |
| 7D | -14.0% | -9.0% | -5.0% | -11.2% |
| 30D | -25.1% | -4.4% | -20.7% | -23.8% |
| 3M | -16.7% | +24.1% | -40.8% | -22.6% |
| 6M | -3.7% | +20.0% | -23.7% | -11.0% |
| YTD | +18.8% | -4.9% | +23.7% | +24.7% |
| 1Y | +12.9% | -4.9% | +17.8% | +18.2% |
| All | +12.9% | -6.2% | +19.1% | +18.2% |
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