+3,003.4%
SHOP vs BIL
+25.3%
+2,978.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | 0.0% | -7.6% | -7.5% |
| 7D | -4.1% | +0.1% | -4.2% | -3.9% |
| 30D | -11.5% | +0.3% | -11.8% | -10.8% |
| 3M | +21.1% | +0.9% | +20.1% | +23.9% |
| 6M | +3.0% | +1.8% | +1.2% | +7.9% |
| YTD | -16.7% | +2.5% | -19.1% | -11.6% |
| 1Y | -8.3% | +3.7% | -12.0% | -0.4% |
| 3Y | +112.8% | +14.1% | +98.7% | +141.1% |
| 5Y | -9.3% | +19.4% | -28.7% | -1.9% |
| 10Y | +3,003.4% | +25.3% | +2,978.2% | +3,605.6% |
| All | +3,003.4% | +25.3% | +2,978.2% | +3,605.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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