+112.8%
SHOP vs BB
+68.2%
+44.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.2% | -9.8% | -8.2% |
| 7D | -4.1% | +0.5% | -4.6% | -4.3% |
| 30D | -11.5% | -12.4% | +0.8% | -8.5% |
| 3M | +21.1% | -15.3% | +36.3% | +23.5% |
| 6M | +3.0% | +128.8% | -125.8% | -25.8% |
| YTD | -16.7% | +107.7% | -124.3% | -37.8% |
| 1Y | -8.3% | +103.9% | -112.2% | -31.7% |
| 3Y | +112.8% | +72.6% | +40.2% | +48.7% |
| All | +112.8% | +68.2% | +44.7% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling