+8,552.4%
SHOP vs BNS
+207.7%
+8,344.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.2% | +0.9% | -2.1% | -1.8% |
| 30D | -14.7% | +2.8% | -17.5% | -16.1% |
| 3M | -7.2% | +3.0% | -10.2% | -9.2% |
| 6M | +54.2% | +23.3% | +30.9% | +31.8% |
| YTD | -8.6% | +29.3% | -38.0% | -24.5% |
| 1Y | +0.5% | +41.7% | -41.2% | -22.2% |
| 3Y | +135.9% | +147.7% | -11.8% | +21.8% |
| 5Y | -11.9% | +79.4% | -91.3% | -42.1% |
| 10Y | +3,608.8% | +188.5% | +3,420.3% | +1,766.1% |
| All | +8,552.4% | +207.7% | +8,344.7% | +4,016.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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