+8,524.1%
SHOP vs HBM
+136.4%
+8,387.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.7% | +0.1% | -2.8% |
| 7D | +2.8% | +2.4% | +0.5% | +2.3% |
| 30D | -14.2% | -16.0% | +1.8% | -10.8% |
| 3M | -5.5% | -21.3% | +15.8% | -0.9% |
| 6M | +32.8% | -12.2% | +45.0% | +34.0% |
| YTD | -8.9% | +10.7% | -19.6% | -14.6% |
| 1Y | -7.7% | +30.3% | -38.0% | -16.8% |
| 3Y | +139.0% | +432.2% | -293.2% | +53.0% |
| 5Y | -0.5% | +218.8% | -219.3% | -31.4% |
| 10Y | +3,557.0% | +281.4% | +3,275.7% | +1,995.8% |
| All | +8,524.1% | +136.4% | +8,387.7% | +2,769.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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