+3,647.2%
SHOP vs BUD
-8.7%
+3,655.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.6% |
| 7D | -2.7% | +1.3% | -4.0% | -3.1% |
| 30D | -11.0% | +10.0% | -21.0% | -14.2% |
| 3M | +0.3% | +1.6% | -1.3% | -0.4% |
| 6M | +37.7% | +6.5% | +31.2% | +33.9% |
| YTD | -5.5% | +34.8% | -40.4% | -18.0% |
| 1Y | -0.2% | +36.5% | -36.7% | -14.0% |
| 3Y | +151.9% | +49.0% | +102.9% | +101.9% |
| 5Y | -2.2% | +51.7% | -53.9% | -22.1% |
| 10Y | +3,647.2% | -7.5% | +3,654.7% | +3,265.9% |
| All | +3,647.2% | -8.7% | +3,655.9% | +3,265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling