+3,569.5%
SHOP vs BIL
+25.6%
+3,544.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.7% |
| 7D | -5.4% | -0.3% | -5.2% | -6.1% |
| 30D | -10.3% | 0.0% | -10.3% | -10.1% |
| 3M | +1.0% | +0.6% | +0.4% | +3.3% |
| 6M | +41.2% | +1.5% | +39.7% | +48.9% |
| YTD | -7.5% | +2.8% | -10.2% | +1.3% |
| 1Y | -4.6% | +3.3% | -7.9% | +6.1% |
| 3Y | +146.4% | +13.5% | +132.9% | +213.2% |
| 5Y | -2.5% | +19.8% | -22.3% | +25.3% |
| All | +3,569.5% | +25.6% | +3,544.0% | +5,902.7% |
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