-4.9%
SHOP vs BBIO
+26.8%
-31.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.2% | +2.1% | +6.4% |
| 7D | -9.0% | +10.0% | -19.0% | -10.5% |
| 30D | -4.4% | +17.8% | -22.2% | -7.2% |
| 3M | +24.1% | -5.1% | +29.2% | +24.6% |
| 6M | +20.0% | +12.9% | +7.1% | +16.7% |
| YTD | -4.9% | +1.8% | -6.8% | -6.7% |
| 1Y | -4.9% | +26.9% | -31.8% | -18.3% |
| All | -4.9% | +26.8% | -31.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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