+1,580.2%
BE vs SHOP
+124.0%
+1,456.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.5% |
| 7D | +20.0% | -5.1% | +25.1% | +21.8% |
| 30D | +7.9% | +0.6% | +7.3% | +7.4% |
| 3M | -13.2% | +25.0% | -38.2% | -21.1% |
| 6M | +53.5% | +11.9% | +41.6% | +41.9% |
| YTD | +191.0% | -9.9% | +200.9% | +189.4% |
| 1Y | +360.5% | 0.0% | +360.6% | +344.0% |
| All | +1,580.2% | +124.0% | +1,456.2% | +1,047.2% |
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