+3,291.5%
SHOP vs D
+34.8%
+3,256.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -5.1% | +1.5% | -6.6% | -5.5% |
| 30D | +0.6% | -2.6% | +3.2% | +1.2% |
| 3M | +25.0% | 0.0% | +25.0% | +24.7% |
| 6M | +11.9% | +7.4% | +4.6% | +9.0% |
| YTD | -9.9% | +15.9% | -25.7% | -14.3% |
| 1Y | 0.0% | +18.1% | -18.2% | -5.7% |
| 3Y | +117.5% | +58.4% | +59.1% | +81.9% |
| 5Y | -6.6% | +5.2% | -11.8% | -11.6% |
| All | +3,291.5% | +34.8% | +3,256.7% | +2,974.0% |
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