+61.5%
UBER vs SHOP
-4.6%
+66.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -0.4% |
| 7D | +5.2% | +2.8% | +2.3% | +4.1% |
| 30D | -2.0% | -14.2% | +12.1% | +2.6% |
| 3M | -10.2% | -5.5% | -4.7% | -9.5% |
| 6M | -7.2% | +32.8% | -39.9% | -18.0% |
| YTD | -14.3% | -8.9% | -5.3% | -15.7% |
| 1Y | -25.6% | -7.7% | -17.8% | -27.5% |
| 3Y | +35.8% | +139.0% | -103.2% | -16.3% |
| 5Y | +61.5% | -0.5% | +62.0% | +18.3% |
| All | +61.5% | -4.6% | +66.1% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling