+3,781.0%
SHOP vs BN
+290.8%
+3,490.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.5% |
| 7D | -1.2% | -1.0% | -0.2% | -0.5% |
| 30D | -14.7% | +14.0% | -28.7% | -23.3% |
| 3M | -7.2% | -9.0% | +1.8% | +0.2% |
| 6M | +54.2% | -8.8% | +63.0% | +65.1% |
| YTD | -8.6% | -10.3% | +1.6% | -1.2% |
| 1Y | +0.5% | -5.8% | +6.3% | +4.7% |
| 3Y | +135.9% | +94.8% | +41.2% | +43.8% |
| 5Y | -11.9% | +31.5% | -43.4% | -27.8% |
| All | +3,781.0% | +290.8% | +3,490.2% | +1,529.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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