+3,036.1%
TQQQ vs SHOP
+7,358.2%
-4,322.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.6% | +2.5% |
| 7D | +2.8% | -10.6% | +13.4% | +9.6% |
| 30D | -3.0% | -18.3% | +15.2% | +8.9% |
| 3M | -2.7% | +14.8% | -17.5% | -14.5% |
| 6M | +45.4% | -5.0% | +50.5% | +39.9% |
| YTD | +36.3% | -21.2% | +57.5% | +44.2% |
| 1Y | +53.4% | -11.6% | +65.0% | +50.8% |
| 3Y | +265.6% | +101.2% | +164.4% | +102.9% |
| 5Y | +101.7% | -15.7% | +117.4% | +68.3% |
| 10Y | +3,054.7% | +2,989.4% | +65.3% | +526.1% |
| All | +3,036.1% | +7,358.2% | -4,322.2% | +468.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling