+2,993.7%
SHOP vs BLK
+283.5%
+2,710.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.3% |
| 7D | -11.2% | -3.3% | -7.9% | -8.4% |
| 30D | -14.4% | -6.5% | -7.9% | -8.9% |
| 3M | +16.6% | +6.7% | +9.8% | +9.1% |
| 6M | -0.6% | +14.7% | -15.3% | -13.4% |
| YTD | -20.0% | +2.5% | -22.5% | -22.9% |
| 1Y | -11.2% | -2.8% | -8.4% | -10.5% |
| 3Y | +99.5% | +65.9% | +33.6% | +29.2% |
| 5Y | -13.2% | +33.0% | -46.2% | -32.3% |
| All | +2,993.7% | +283.5% | +2,710.2% | +1,290.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling