+135.9%
SHOP vs BTG
+82.1%
+53.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -1.2% | -9.1% | +7.9% | +0.4% |
| 30D | -14.7% | -1.6% | -13.1% | -14.6% |
| 3M | -7.2% | -2.8% | -4.4% | -6.9% |
| 6M | +54.2% | -7.6% | +61.8% | +54.5% |
| YTD | -8.6% | +10.2% | -18.9% | -11.3% |
| 1Y | +0.5% | +21.3% | -20.7% | -3.8% |
| 3Y | +135.9% | +82.7% | +53.3% | +114.0% |
| All | +135.9% | +82.1% | +53.9% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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