+0.5%
SHOP vs BA
-12.3%
+12.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.2% | -1.1% | -0.1% | -0.9% |
| 30D | -14.7% | -7.1% | -7.6% | -13.3% |
| 3M | -7.2% | -25.5% | +18.3% | -0.7% |
| 6M | +54.2% | -28.7% | +82.9% | +64.7% |
| YTD | -8.6% | -21.0% | +12.4% | -7.8% |
| 1Y | +0.5% | -11.9% | +12.4% | -1.9% |
| All | +0.5% | -12.3% | +12.8% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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