-6.1%
SHOP vs BN
-8.2%
+2.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.4% |
| 7D | -2.5% | -2.4% | -0.1% | -0.5% |
| 30D | -16.7% | +13.5% | -30.2% | -24.6% |
| 3M | -2.2% | -5.9% | +3.7% | +2.7% |
| 6M | +45.6% | -8.9% | +54.5% | +55.8% |
| YTD | -7.3% | -7.9% | +0.6% | -2.2% |
| 1Y | -6.1% | -8.3% | +2.2% | -0.4% |
| All | -6.1% | -8.2% | +2.1% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling