+1,359.8%
WDC vs SHOP
+108.4%
+1,251.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.6% | +9.7% | +3.4% |
| 7D | +6.0% | -4.1% | +10.1% | +6.6% |
| 30D | +9.9% | -11.5% | +21.5% | +12.0% |
| 3M | -9.4% | +21.1% | -30.4% | -14.4% |
| 6M | +94.7% | +3.0% | +91.7% | +88.5% |
| YTD | +177.4% | -16.7% | +194.1% | +181.4% |
| 1Y | +412.6% | -8.3% | +420.9% | +406.3% |
| 3Y | +1,359.8% | +112.8% | +1,246.9% | +1,061.2% |
| All | +1,359.8% | +108.4% | +1,251.3% | +1,061.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling