+0.5%
SHOP vs BMY
+35.2%
-34.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.4% |
| 7D | -1.2% | +2.1% | -3.3% | -1.0% |
| 30D | -14.7% | +7.0% | -21.7% | -13.9% |
| 3M | -7.2% | -0.9% | -6.3% | -6.9% |
| 6M | +54.2% | +14.9% | +39.3% | +56.2% |
| YTD | -8.6% | +22.8% | -31.4% | -8.0% |
| 1Y | +0.5% | +36.2% | -35.7% | -0.2% |
| All | +0.5% | +35.2% | -34.6% | -0.2% |
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