+0.2%
SHOP vs BLDR
-7.0%
+7.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.3% |
| 7D | -2.5% | -10.3% | +7.8% | +2.9% |
| 30D | -16.7% | +19.6% | -36.3% | -24.9% |
| 3M | -2.2% | -17.0% | +14.8% | +6.0% |
| 6M | +45.6% | -16.7% | +62.3% | +53.5% |
| YTD | -7.3% | -39.4% | +32.1% | +12.4% |
| 1Y | -6.1% | -41.7% | +35.6% | +15.8% |
| 3Y | +143.3% | -49.9% | +193.2% | +175.1% |
| 5Y | +0.2% | -7.6% | +7.7% | -38.4% |
| All | +0.2% | -7.0% | +7.1% | -38.4% |
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