-4.9%
SHOP vs BB
+88.0%
-92.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +7.0% | +0.4% | +6.0% |
| 7D | -9.0% | -6.8% | -2.2% | -7.9% |
| 30D | -4.4% | -3.5% | -0.9% | -4.2% |
| 3M | +24.1% | -1.2% | +25.4% | +23.4% |
| 6M | +20.0% | +57.0% | -37.0% | +0.7% |
| YTD | -4.9% | +131.1% | -136.1% | -34.9% |
| 1Y | -4.9% | +87.6% | -92.5% | -27.9% |
| All | -4.9% | +88.0% | -92.9% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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