+3,772.8%
SHOP vs DAR
+307.1%
+3,465.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.8% | -2.3% |
| 7D | +2.1% | +9.2% | -7.1% | -0.7% |
| 30D | -16.8% | -12.3% | -4.6% | -13.5% |
| 3M | -2.4% | -12.7% | +10.3% | +0.7% |
| 6M | +47.0% | -12.8% | +59.8% | +50.6% |
| YTD | -8.8% | +53.8% | -62.6% | -24.0% |
| 1Y | -6.3% | +60.3% | -66.5% | -23.3% |
| 3Y | +139.3% | +31.7% | +107.5% | +99.7% |
| 5Y | -12.1% | -27.7% | +15.7% | -10.0% |
| All | +3,772.8% | +307.1% | +3,465.8% | +1,913.2% |
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