+3,557.0%
SHOP vs BB
+28.9%
+3,528.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.3% |
| 7D | +2.8% | +11.6% | -8.8% | -0.5% |
| 30D | -14.2% | +2.6% | -16.8% | -15.3% |
| 3M | -5.5% | +3.5% | -9.0% | -7.6% |
| 6M | +32.8% | +43.5% | -10.7% | +12.4% |
| YTD | -8.9% | +141.2% | -150.1% | -35.6% |
| 1Y | -7.7% | +97.4% | -105.1% | -30.7% |
| 3Y | +139.0% | +151.1% | -12.1% | +54.7% |
| 5Y | -0.5% | -12.8% | +12.3% | -14.2% |
| 10Y | +3,557.0% | +27.5% | +3,529.5% | +2,097.9% |
| All | +3,557.0% | +28.9% | +3,528.1% | +2,097.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling