+242.0%
TQQQ vs SHOP
+99.7%
+142.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.2% |
| 7D | -3.9% | -13.2% | +9.3% | +3.6% |
| 30D | -5.3% | -17.0% | +11.8% | +4.6% |
| 3M | +0.1% | +17.0% | -16.9% | -12.6% |
| 6M | +40.7% | -2.1% | +42.8% | +33.6% |
| YTD | +31.8% | -21.4% | +53.2% | +41.5% |
| 1Y | +48.2% | -11.0% | +59.2% | +46.3% |
| All | +242.0% | +99.7% | +142.3% | +126.7% |
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