+42.9%
SHOP vs BIYA
-99.9%
+142.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.6% |
| 7D | -5.4% | -10.5% | +5.0% | -5.4% |
| 30D | -10.3% | -51.7% | +41.4% | -9.9% |
| 3M | +1.0% | -60.8% | +61.8% | +1.5% |
| 6M | +41.2% | -90.6% | +131.8% | +40.7% |
| YTD | -7.5% | -97.1% | +89.6% | -6.2% |
| 1Y | -4.6% | -99.1% | +94.5% | -2.1% |
| All | +42.9% | -99.9% | +142.8% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling