+3,772.8%
SHOP vs BUD
-3.2%
+3,776.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +2.1% | -1.6% | +3.7% | +2.6% |
| 30D | -16.8% | +6.7% | -23.5% | -19.0% |
| 3M | -2.4% | +5.9% | -8.3% | -4.6% |
| 6M | +47.0% | +5.1% | +42.0% | +43.6% |
| YTD | -8.8% | +32.9% | -41.7% | -20.4% |
| 1Y | -6.3% | +31.8% | -38.1% | -18.0% |
| 3Y | +139.3% | +47.4% | +91.9% | +92.6% |
| 5Y | -12.1% | +50.8% | -62.9% | -29.7% |
| All | +3,772.8% | -3.2% | +3,776.0% | +3,189.4% |
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