+2,941.1%
SHOP vs BND
+15.0%
+2,926.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.8% |
| 7D | -13.2% | -0.9% | -12.3% | -12.0% |
| 30D | -17.0% | -1.0% | -16.1% | -15.7% |
| 3M | +17.0% | -1.2% | +18.2% | +19.5% |
| 6M | -2.1% | -2.0% | -0.1% | +1.3% |
| YTD | -21.4% | -1.2% | -20.2% | -19.6% |
| 1Y | -11.0% | -0.5% | -10.5% | -9.9% |
| 3Y | +100.9% | +12.4% | +88.5% | +67.4% |
| 5Y | -14.7% | -2.5% | -12.2% | -18.4% |
| All | +2,941.1% | +15.0% | +2,926.0% | +2,918.3% |
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