-4.9%
SHOP vs BEN
+56.2%
-61.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.7% | +2.7% | +5.4% |
| 7D | -9.0% | +6.7% | -15.8% | -11.4% |
| 30D | -4.4% | +3.0% | -7.4% | -5.7% |
| 3M | +24.1% | -4.3% | +28.5% | +25.8% |
| 6M | +20.0% | +16.4% | +3.6% | +8.5% |
| YTD | -4.9% | +46.8% | -51.7% | -27.4% |
| 1Y | -4.9% | +57.3% | -62.3% | -31.5% |
| All | -4.9% | +56.2% | -61.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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