+1,309.1%
WDC vs SHOP
+2,872.8%
-1,563.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | +2.3% |
| 7D | +7.5% | -10.6% | +18.1% | +10.1% |
| 30D | +10.1% | -18.3% | +28.4% | +14.9% |
| 3M | -6.8% | +14.8% | -21.6% | -12.1% |
| 6M | +84.1% | -5.0% | +89.2% | +79.5% |
| YTD | +180.3% | -21.2% | +201.5% | +183.5% |
| 1Y | +411.1% | -11.6% | +422.7% | +401.3% |
| 3Y | +1,375.0% | +101.2% | +1,273.8% | +1,004.8% |
| 5Y | +991.6% | -15.7% | +1,007.3% | +805.5% |
| 10Y | +1,309.1% | +2,989.4% | -1,680.3% | +381.1% |
| All | +1,309.1% | +2,872.8% | -1,563.7% | +381.1% |
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