+49.5%
TQQQ vs SHOP
-9.3%
+58.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +1.9% |
| 7D | -1.9% | -11.2% | +9.3% | +2.1% |
| 30D | -4.9% | -14.4% | +9.5% | +0.3% |
| 3M | -6.4% | +16.6% | -23.0% | -14.4% |
| 6M | +44.4% | -0.6% | +45.0% | +40.2% |
| YTD | +35.2% | -20.0% | +55.2% | +49.8% |
| 1Y | +49.5% | -11.2% | +60.7% | +62.2% |
| All | +49.5% | -9.3% | +58.8% | +62.2% |
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