+555.8%
V vs SHOP
+8,659.4%
-8,103.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.5% |
| 7D | +2.2% | -5.4% | +7.6% | +3.0% |
| 30D | +13.6% | -10.3% | +23.9% | +15.3% |
| 3M | +14.3% | +1.0% | +13.3% | +13.6% |
| 6M | +33.1% | +41.2% | -8.1% | +24.5% |
| YTD | +21.2% | -7.5% | +28.7% | +20.0% |
| 1Y | +26.4% | -4.6% | +31.0% | +24.2% |
| 3Y | +77.6% | +146.4% | -68.8% | +43.0% |
| 5Y | +102.6% | -2.5% | +105.1% | +75.1% |
| 10Y | +464.4% | +3,703.6% | -3,239.2% | +169.4% |
| All | +555.8% | +8,659.4% | -8,103.6% | +207.5% |
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