+3,663.5%
SHOP vs BLDR
+518.5%
+3,145.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.2% |
| 7D | -2.5% | -10.3% | +7.8% | +1.5% |
| 30D | -16.7% | +19.6% | -36.3% | -22.9% |
| 3M | -2.2% | -17.0% | +14.8% | +3.9% |
| 6M | +45.6% | -16.7% | +62.3% | +51.9% |
| YTD | -7.3% | -39.4% | +32.1% | +7.3% |
| 1Y | -6.1% | -41.7% | +35.6% | +9.9% |
| 3Y | +143.3% | -49.9% | +193.2% | +186.6% |
| 5Y | +0.2% | -7.6% | +7.7% | -6.4% |
| 10Y | +3,663.5% | +502.3% | +3,161.2% | +1,715.9% |
| All | +3,663.5% | +518.5% | +3,145.0% | +1,715.9% |
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