+8,659.4%
SHOP vs BUD
-14.3%
+8,673.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.0% | +4.1% |
| 7D | -5.4% | +4.5% | -9.9% | -7.0% |
| 30D | -10.3% | +12.5% | -22.8% | -14.4% |
| 3M | +1.0% | 0.0% | +1.0% | +0.9% |
| 6M | +41.2% | +3.8% | +37.4% | +38.4% |
| YTD | -7.5% | +33.1% | -40.5% | -19.6% |
| 1Y | -4.6% | +35.5% | -40.1% | -17.8% |
| 3Y | +146.4% | +49.4% | +97.0% | +96.2% |
| 5Y | -2.5% | +48.0% | -50.6% | -21.8% |
| 10Y | +3,703.6% | -8.6% | +3,712.2% | +3,386.8% |
| All | +8,659.4% | -14.3% | +8,673.7% | +7,912.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling