+2,989.4%
SHOP vs HDB
+32.4%
+2,957.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.8% | -3.7% | -4.5% |
| 7D | -10.6% | -4.9% | -5.8% | -8.2% |
| 30D | -18.3% | -5.8% | -12.5% | -15.7% |
| 3M | +14.8% | -5.2% | +20.0% | +17.1% |
| 6M | -5.0% | -25.7% | +20.7% | +9.5% |
| YTD | -21.2% | -39.6% | +18.3% | +0.6% |
| 1Y | -11.6% | -36.9% | +25.3% | +10.2% |
| 3Y | +101.2% | -29.7% | +130.9% | +131.1% |
| 5Y | -15.7% | -37.8% | +22.1% | +1.6% |
| 10Y | +2,989.4% | +33.7% | +2,955.7% | +2,423.2% |
| All | +2,989.4% | +32.4% | +2,957.0% | +2,423.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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