+3,663.5%
SHOP vs D
+47.5%
+3,616.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -2.5% | -2.4% | 0.0% | -1.9% |
| 30D | -16.7% | +9.0% | -25.7% | -18.5% |
| 3M | -2.2% | +1.0% | -3.1% | -2.5% |
| 6M | +45.6% | +11.0% | +34.6% | +40.9% |
| YTD | -7.3% | +19.8% | -27.0% | -12.5% |
| 1Y | -6.1% | +16.0% | -22.1% | -10.6% |
| 3Y | +143.3% | +74.4% | +69.0% | +98.5% |
| 5Y | +0.2% | +13.5% | -13.4% | -7.1% |
| 10Y | +3,663.5% | +48.4% | +3,615.1% | +3,323.0% |
| All | +3,663.5% | +47.5% | +3,616.0% | +3,323.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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