-11.2%
SHOP vs BBY
+24.8%
-36.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.3% | +0.5% |
| 7D | -11.2% | +0.6% | -11.8% | -11.4% |
| 30D | -14.4% | +9.4% | -23.8% | -17.9% |
| 3M | +16.6% | +19.3% | -2.8% | +7.3% |
| 6M | -0.6% | +47.9% | -48.5% | -17.3% |
| YTD | -20.0% | +39.6% | -59.6% | -32.5% |
| 1Y | -11.2% | +22.2% | -33.4% | -19.3% |
| All | -11.2% | +24.8% | -36.0% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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