-15.7%
SHOP vs BLDR
+13.4%
-29.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.5% | -4.5% |
| 7D | -10.6% | -2.7% | -7.9% | -9.2% |
| 30D | -18.3% | -14.7% | -3.6% | -11.5% |
| 3M | +14.8% | -20.8% | +35.7% | +26.8% |
| 6M | -5.0% | -35.3% | +30.3% | +15.4% |
| YTD | -21.2% | -40.3% | +19.1% | -2.3% |
| 1Y | -11.6% | -56.3% | +44.7% | +30.3% |
| 3Y | +101.2% | -56.1% | +157.3% | +155.0% |
| 5Y | -15.7% | +12.9% | -28.6% | -53.7% |
| All | -15.7% | +13.4% | -29.1% | -53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling