+8,552.4%
SHOP vs BTG
+274.9%
+8,277.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -1.2% | -9.1% | +7.9% | 0.0% |
| 30D | -14.7% | -1.6% | -13.1% | -14.6% |
| 3M | -7.2% | -2.8% | -4.4% | -7.0% |
| 6M | +54.2% | -7.6% | +61.8% | +54.6% |
| YTD | -8.6% | +10.2% | -18.9% | -10.8% |
| 1Y | +0.5% | +21.3% | -20.7% | -3.0% |
| 3Y | +135.9% | +82.7% | +53.3% | +113.2% |
| 5Y | -11.9% | +30.8% | -42.7% | -18.5% |
| 10Y | +3,608.8% | +163.7% | +3,445.1% | +3,347.1% |
| All | +8,552.4% | +274.9% | +8,277.5% | +6,351.2% |
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