+85.4%
BE vs SHOP
-4.4%
+89.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.9% |
| 7D | +10.8% | -1.2% | +12.0% | +11.0% |
| 30D | -19.8% | -14.7% | -5.1% | -18.8% |
| 3M | -18.7% | -7.2% | -11.5% | -18.0% |
| 6M | -33.7% | +54.2% | -87.9% | -37.9% |
| YTD | +121.0% | -8.6% | +129.6% | +138.1% |
| 1Y | +85.4% | +0.5% | +84.9% | +85.3% |
| All | +85.4% | -4.4% | +89.8% | +85.3% |
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 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