+7,347.1%
SHOP vs BNY
+393.2%
+6,953.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -13.2% | -1.1% | -12.2% | -12.6% |
| 30D | -17.0% | +1.4% | -18.5% | -17.7% |
| 3M | +17.0% | +16.8% | +0.2% | +6.5% |
| 6M | -2.1% | +42.0% | -44.1% | -20.6% |
| YTD | -21.4% | +41.9% | -63.3% | -35.9% |
| 1Y | -11.0% | +59.2% | -70.2% | -31.9% |
| 3Y | +100.9% | +290.9% | -190.0% | -1.7% |
| 5Y | -14.7% | +259.0% | -273.7% | -56.2% |
| 10Y | +2,984.8% | +413.0% | +2,571.7% | +1,134.1% |
| All | +7,347.1% | +393.2% | +6,953.9% | +2,904.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling