+8,434.7%
SHOP vs BN
+259.0%
+8,175.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.3% |
| 7D | -5.1% | -2.5% | -2.6% | -3.2% |
| 30D | +0.6% | -9.5% | +10.1% | +8.8% |
| 3M | +25.0% | -10.4% | +35.4% | +36.0% |
| 6M | +11.9% | -6.4% | +18.3% | +16.8% |
| YTD | -9.9% | -11.9% | +2.0% | -1.3% |
| 1Y | 0.0% | -8.6% | +8.6% | +6.8% |
| 3Y | +117.5% | +77.6% | +39.9% | +44.0% |
| 5Y | -6.6% | +37.0% | -43.7% | -23.4% |
| 10Y | +3,320.3% | +266.4% | +3,053.9% | +1,429.2% |
| All | +8,434.7% | +259.0% | +8,175.7% | +3,603.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling