+99.5%
SHOP vs BNY
+287.0%
-187.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -11.2% | -1.3% | -9.9% | -10.0% |
| 30D | -14.4% | -0.2% | -14.2% | -14.3% |
| 3M | +16.6% | +14.9% | +1.7% | -0.4% |
| 6M | -0.6% | +40.0% | -40.6% | -32.5% |
| YTD | -20.0% | +42.0% | -62.0% | -46.4% |
| 1Y | -11.2% | +56.9% | -68.0% | -46.9% |
| 3Y | +99.5% | +289.9% | -190.4% | -58.2% |
| All | +99.5% | +287.0% | -187.5% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling