+7,475.9%
SHOP vs BRKR
+155.5%
+7,320.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -11.2% | -8.7% | -2.6% | -7.8% |
| 30D | -14.4% | -9.9% | -4.5% | -10.8% |
| 3M | +16.6% | -3.1% | +19.7% | +14.2% |
| 6M | -0.6% | +45.5% | -46.1% | -20.2% |
| YTD | -20.0% | +13.7% | -33.7% | -29.0% |
| 1Y | -11.2% | +67.4% | -78.6% | -34.9% |
| 3Y | +99.5% | -13.2% | +112.7% | +81.4% |
| 5Y | -13.2% | -39.5% | +26.3% | -6.6% |
| 10Y | +3,038.2% | +153.5% | +2,884.7% | +2,409.3% |
| All | +7,475.9% | +155.5% | +7,320.4% | +5,441.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling