+2,876.9%
TQQQ vs SHOP
+3,113.3%
-236.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +1.4% |
| 7D | -1.9% | -11.2% | +9.3% | +5.9% |
| 30D | -4.9% | -14.4% | +9.5% | +5.0% |
| 3M | -6.4% | +16.6% | -23.0% | -20.3% |
| 6M | +44.4% | -0.6% | +45.0% | +33.3% |
| YTD | +35.2% | -20.0% | +55.2% | +41.7% |
| 1Y | +49.5% | -11.2% | +60.7% | +44.9% |
| 3Y | +250.7% | +99.5% | +151.2% | +74.0% |
| 5Y | +104.7% | -13.2% | +117.9% | +61.5% |
| All | +2,876.9% | +3,113.3% | -236.4% | +173.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling