+7,788.2%
SHOP vs BNS
+205.9%
+7,582.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.0% | -6.5% | -6.8% |
| 7D | -4.1% | +1.8% | -5.9% | -5.3% |
| 30D | -11.5% | +4.5% | -16.0% | -14.4% |
| 3M | +21.1% | +15.8% | +5.3% | +8.4% |
| 6M | +3.0% | +31.5% | -28.5% | -16.1% |
| YTD | -16.7% | +28.6% | -45.3% | -30.9% |
| 1Y | -8.3% | +48.2% | -56.5% | -31.4% |
| 3Y | +112.8% | +130.8% | -18.0% | +15.8% |
| 5Y | -9.3% | +94.9% | -104.1% | -42.8% |
| 10Y | +3,003.4% | +179.6% | +2,823.9% | +1,494.4% |
| All | +7,788.2% | +205.9% | +7,582.3% | +3,664.2% |
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