+67.6%
UBER vs SHOP
+464.8%
-397.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.6% | -1.2% | +2.8% | +2.0% |
| 30D | +0.6% | -14.7% | +15.3% | +5.8% |
| 3M | -8.2% | -7.2% | -0.9% | -6.8% |
| 6M | -6.7% | +54.2% | -60.9% | -21.9% |
| YTD | -14.7% | -8.6% | -6.1% | -16.4% |
| 1Y | -24.1% | +0.5% | -24.6% | -28.4% |
| 3Y | +33.4% | +135.9% | -102.5% | -17.2% |
| 5Y | +54.5% | -11.9% | +66.4% | +18.5% |
| All | +67.6% | +464.8% | -397.2% | -51.4% |
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