+3,781.0%
SHOP vs BND
+17.2%
+3,763.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | -1.2% | -1.4% | +0.2% | +1.0% |
| 30D | -14.7% | +0.6% | -15.3% | -15.5% |
| 3M | -7.2% | -1.6% | -5.6% | -4.9% |
| 6M | +54.2% | -1.5% | +55.7% | +58.3% |
| YTD | -8.6% | -1.5% | -7.2% | -6.2% |
| 1Y | +0.5% | -1.1% | +1.6% | +2.7% |
| 3Y | +135.9% | +13.6% | +122.3% | +93.4% |
| 5Y | -11.9% | -1.8% | -10.1% | -16.4% |
| All | +3,781.0% | +17.2% | +3,763.8% | +3,799.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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