+8,659.4%
SHOP vs DAR
+228.5%
+8,430.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.9% |
| 7D | -5.4% | -9.9% | +4.5% | -2.3% |
| 30D | -10.3% | -16.4% | +6.1% | -5.4% |
| 3M | +1.0% | -17.1% | +18.1% | +5.8% |
| 6M | +41.2% | -20.5% | +61.7% | +48.9% |
| YTD | -7.5% | +39.4% | -46.9% | -20.2% |
| 1Y | -4.6% | +57.2% | -61.8% | -21.5% |
| 3Y | +146.4% | +13.9% | +132.6% | +116.6% |
| 5Y | -2.5% | -40.8% | +38.3% | +5.9% |
| 10Y | +3,703.6% | +276.2% | +3,427.3% | +1,911.7% |
| All | +8,659.4% | +228.5% | +8,430.9% | +6,586.8% |
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