+112.8%
SHOP vs BLDR
-54.9%
+167.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.9% | -2.7% | -5.9% |
| 7D | -4.1% | -0.3% | -3.8% | -3.9% |
| 30D | -11.5% | -16.2% | +4.7% | -6.1% |
| 3M | +21.1% | -14.4% | +35.5% | +25.9% |
| 6M | +3.0% | -32.8% | +35.8% | +16.2% |
| YTD | -16.7% | -39.2% | +22.5% | -4.0% |
| 1Y | -8.3% | -57.7% | +49.4% | +22.1% |
| 3Y | +112.8% | -55.3% | +168.1% | +135.1% |
| All | +112.8% | -54.9% | +167.7% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling