+2,993.7%
SHOP vs BR
+189.7%
+2,804.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | -11.2% | -3.0% | -8.3% | -8.6% |
| 30D | -14.4% | -0.3% | -14.1% | -14.1% |
| 3M | +16.6% | +17.3% | -0.7% | 0.0% |
| 6M | -0.6% | -6.7% | +6.1% | +5.3% |
| YTD | -20.0% | -23.4% | +3.5% | +0.7% |
| 1Y | -11.2% | -32.7% | +21.5% | +25.6% |
| 3Y | +99.5% | -5.9% | +105.4% | +106.8% |
| 5Y | -13.2% | +8.4% | -21.7% | -20.7% |
| All | +2,993.7% | +189.7% | +2,804.0% | +1,102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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