+411.1%
WDC vs SHOP
-12.6%
+423.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | +1.1% |
| 7D | +7.5% | -10.6% | +18.1% | +7.5% |
| 30D | +10.1% | -18.3% | +28.4% | +10.2% |
| 3M | -6.8% | +14.8% | -21.6% | -9.0% |
| 6M | +84.1% | -5.0% | +89.2% | +85.6% |
| YTD | +180.3% | -21.2% | +201.5% | +208.1% |
| 1Y | +411.1% | -11.6% | +422.7% | +415.2% |
| All | +411.1% | -12.6% | +423.7% | +415.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling