+76.2%
UBER vs SHOP
-15.0%
+91.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.5% | +2.6% | -1.0% |
| 7D | -7.0% | -10.6% | +3.6% | -3.5% |
| 30D | -8.9% | -18.3% | +9.4% | -2.8% |
| 3M | +1.0% | +14.8% | -13.8% | -5.0% |
| 6M | -3.7% | -5.0% | +1.3% | -4.8% |
| YTD | -13.0% | -21.2% | +8.2% | -9.4% |
| 1Y | -25.5% | -11.6% | -13.9% | -26.3% |
| 3Y | +50.5% | +101.2% | -50.8% | -1.4% |
| 5Y | +76.2% | -15.7% | +91.9% | +41.6% |
| All | +76.2% | -15.0% | +91.1% | +41.6% |
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 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