+7,788.2%
SHOP vs BTG
+314.6%
+7,473.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.9% | -4.7% | -7.2% |
| 7D | -4.1% | +4.8% | -8.9% | -4.6% |
| 30D | -11.5% | +8.3% | -19.9% | -12.4% |
| 3M | +21.1% | +32.3% | -11.2% | +16.6% |
| 6M | +3.0% | +3.0% | 0.0% | +1.7% |
| YTD | -16.7% | +21.9% | -38.6% | -19.6% |
| 1Y | -8.3% | +28.2% | -36.5% | -12.2% |
| 3Y | +112.8% | +99.9% | +12.9% | +90.3% |
| 5Y | -9.3% | +73.6% | -82.8% | -18.1% |
| 10Y | +3,003.4% | +136.5% | +2,866.9% | +2,734.8% |
| All | +7,788.2% | +314.6% | +7,473.6% | +5,718.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling