+8,552.4%
SHOP vs BLDR
+358.0%
+8,194.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -1.2% | -3.0% | +1.8% | -0.2% |
| 30D | -14.7% | +20.1% | -34.8% | -21.0% |
| 3M | -7.2% | -17.5% | +10.3% | -1.4% |
| 6M | +54.2% | -16.1% | +70.3% | +60.3% |
| YTD | -8.6% | -41.0% | +32.4% | +6.4% |
| 1Y | +0.5% | -41.6% | +42.1% | +17.0% |
| 3Y | +135.9% | -50.8% | +186.8% | +179.4% |
| 5Y | -11.9% | -10.8% | -1.1% | -15.9% |
| 10Y | +3,608.8% | +486.3% | +3,122.5% | +1,688.6% |
| All | +8,552.4% | +358.0% | +8,194.4% | +4,086.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling