+8,434.7%
SHOP vs DAR
+326.6%
+8,108.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -5.1% | +1.4% | -6.5% | -5.7% |
| 30D | +0.6% | +12.8% | -12.2% | -3.7% |
| 3M | +25.0% | +7.4% | +17.7% | +20.8% |
| 6M | +11.9% | +22.3% | -10.4% | +2.8% |
| YTD | -9.9% | +81.1% | -90.9% | -27.9% |
| 1Y | 0.0% | +106.5% | -106.5% | -24.5% |
| 3Y | +117.5% | +5.3% | +112.2% | +100.3% |
| 5Y | -6.6% | -11.5% | +4.9% | -10.1% |
| 10Y | +3,320.3% | +353.3% | +2,967.0% | +1,616.7% |
| All | +8,434.7% | +326.6% | +8,108.1% | +5,942.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling