+2,989.4%
SHOP vs BLDR
+357.1%
+2,632.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.5% | -4.7% |
| 7D | -10.6% | -2.7% | -7.9% | -9.6% |
| 30D | -18.3% | -14.7% | -3.6% | -13.3% |
| 3M | +14.8% | -20.8% | +35.7% | +23.8% |
| 6M | -5.0% | -35.3% | +30.3% | +9.6% |
| YTD | -21.2% | -40.3% | +19.1% | -7.5% |
| 1Y | -11.6% | -56.3% | +44.7% | +16.5% |
| 3Y | +101.2% | -56.1% | +157.3% | +152.1% |
| 5Y | -15.7% | +12.9% | -28.6% | -24.2% |
| 10Y | +2,989.4% | +386.5% | +2,603.0% | +1,653.6% |
| All | +2,989.4% | +357.1% | +2,632.3% | +1,653.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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