+2,989.4%
SHOP vs BEN
+53.7%
+2,935.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -3.9% | -4.7% |
| 7D | -10.6% | +3.4% | -14.0% | -12.1% |
| 30D | -18.3% | +1.8% | -20.1% | -19.0% |
| 3M | +14.8% | +8.4% | +6.5% | +9.5% |
| 6M | -5.0% | +35.6% | -40.7% | -20.1% |
| YTD | -21.2% | +46.4% | -67.6% | -36.3% |
| 1Y | -11.6% | +46.3% | -57.9% | -28.5% |
| 3Y | +101.2% | +54.6% | +46.6% | +56.5% |
| 5Y | -15.7% | +39.4% | -55.1% | -31.0% |
| 10Y | +2,989.4% | +57.6% | +2,931.9% | +2,368.4% |
| All | +2,989.4% | +53.7% | +2,935.7% | +2,368.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling