+8,659.4%
SHOP vs HDB
+89.4%
+8,570.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +2.7% |
| 7D | -5.4% | +13.3% | -18.8% | -11.3% |
| 30D | -10.3% | +13.6% | -23.9% | -16.1% |
| 3M | +1.0% | +5.8% | -4.8% | -2.3% |
| 6M | +41.2% | -1.9% | +43.1% | +41.0% |
| YTD | -7.5% | -31.2% | +23.7% | +10.4% |
| 1Y | -4.6% | -29.6% | +25.0% | +12.4% |
| 3Y | +146.4% | -10.1% | +156.5% | +147.1% |
| 5Y | -2.5% | -24.3% | +21.8% | +6.9% |
| 10Y | +3,703.6% | +59.3% | +3,644.3% | +2,566.2% |
| All | +8,659.4% | +89.4% | +8,570.0% | +6,173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling