-4.9%
SHOP vs BRKR
+65.8%
-70.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.9% | -5.6% | +4.6% |
| 7D | -9.0% | +2.9% | -11.9% | -9.7% |
| 30D | -4.4% | -0.1% | -4.3% | -4.8% |
| 3M | +24.1% | +26.9% | -2.8% | +17.9% |
| 6M | +20.0% | +75.6% | -55.6% | -1.6% |
| YTD | -4.9% | +35.8% | -40.8% | -18.0% |
| 1Y | -4.9% | +58.6% | -63.6% | -25.5% |
| All | -4.9% | +65.8% | -70.7% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling