+3,557.0%
SHOP vs DAR
+269.9%
+3,287.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -3.0% |
| 7D | +2.8% | -3.8% | +6.7% | +4.1% |
| 30D | -14.2% | -14.4% | +0.2% | -10.1% |
| 3M | -5.5% | -17.9% | +12.4% | -0.6% |
| 6M | +32.8% | -18.3% | +51.1% | +38.9% |
| YTD | -8.9% | +43.2% | -52.2% | -22.4% |
| 1Y | -7.7% | +57.7% | -65.4% | -24.3% |
| 3Y | +139.0% | +22.7% | +116.3% | +104.0% |
| 5Y | -0.5% | -34.0% | +33.5% | +4.7% |
| 10Y | +3,557.0% | +279.5% | +3,277.6% | +1,843.5% |
| All | +3,557.0% | +269.9% | +3,287.1% | +1,843.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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