+7,347.1%
SHOP vs DHI
+472.1%
+6,874.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +1.1% |
| 7D | -13.2% | -6.1% | -7.1% | -10.3% |
| 30D | -17.0% | -10.1% | -6.9% | -12.4% |
| 3M | +17.0% | -7.3% | +24.3% | +21.1% |
| 6M | -2.1% | -6.1% | +4.0% | -0.3% |
| YTD | -21.4% | -5.0% | -16.3% | -21.2% |
| 1Y | -11.0% | -22.1% | +11.1% | -1.9% |
| 3Y | +100.9% | +19.2% | +81.7% | +63.9% |
| 5Y | -14.7% | +59.4% | -74.1% | -40.6% |
| 10Y | +2,984.8% | +401.8% | +2,583.0% | +1,067.7% |
| All | +7,347.1% | +472.1% | +6,874.9% | +2,942.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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