-6.1%
SHOP vs BMY
+38.4%
-44.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -2.5% | -2.0% | -0.5% | -2.6% |
| 30D | -16.7% | +9.3% | -26.0% | -15.6% |
| 3M | -2.2% | -0.1% | -2.1% | -1.7% |
| 6M | +45.6% | +15.5% | +30.1% | +47.1% |
| YTD | -7.3% | +21.8% | -29.1% | -7.5% |
| 1Y | -6.1% | +34.9% | -41.0% | -8.5% |
| All | -6.1% | +38.4% | -44.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling