-11.2%
SHOP vs BLDR
-57.4%
+46.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.2% |
| 7D | -11.2% | -8.2% | -3.0% | -9.5% |
| 30D | -14.4% | -16.6% | +2.3% | -11.1% |
| 3M | +16.6% | -23.2% | +39.7% | +22.0% |
| 6M | -0.6% | -33.7% | +33.2% | +6.4% |
| YTD | -20.0% | -41.3% | +21.3% | -13.8% |
| 1Y | -11.2% | -58.8% | +47.6% | +7.0% |
| All | -11.2% | -57.4% | +46.2% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling