+992.6%
WDC vs SHOP
-12.8%
+1,005.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.6% | +9.7% | +3.7% |
| 7D | +6.0% | -4.1% | +10.1% | +6.8% |
| 30D | +9.9% | -11.5% | +21.5% | +12.5% |
| 3M | -9.4% | +21.1% | -30.4% | -15.1% |
| 6M | +94.7% | +3.0% | +91.7% | +87.1% |
| YTD | +177.4% | -16.7% | +194.1% | +178.1% |
| 1Y | +412.6% | -8.3% | +420.9% | +401.1% |
| 3Y | +1,359.8% | +112.8% | +1,246.9% | +1,001.8% |
| 5Y | +992.6% | -9.3% | +1,001.8% | +745.3% |
| All | +992.6% | -12.8% | +1,005.3% | +745.3% |
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