+54.8%
UBER vs SHOP
+108.4%
-53.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.6% | +4.1% | -1.5% |
| 7D | -2.8% | -4.1% | +1.3% | -1.8% |
| 30D | -2.5% | -11.5% | +9.0% | +0.5% |
| 3M | +4.4% | +21.1% | -16.7% | -1.9% |
| 6M | -2.7% | +3.0% | -5.7% | -5.4% |
| YTD | -10.5% | -16.7% | +6.2% | -8.6% |
| 1Y | -22.5% | -8.3% | -14.2% | -23.6% |
| 3Y | +54.8% | +112.8% | -58.0% | +9.6% |
| All | +54.8% | +108.4% | -53.6% | +9.6% |
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