+8,434.7%
SHOP vs HDB
+74.7%
+8,360.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -5.1% | +0.4% | -5.5% | -5.3% |
| 30D | +0.6% | -2.8% | +3.4% | +1.9% |
| 3M | +25.0% | -3.5% | +28.6% | +26.3% |
| 6M | +11.9% | -24.7% | +36.6% | +28.2% |
| YTD | -9.9% | -36.6% | +26.7% | +12.5% |
| 1Y | 0.0% | -34.4% | +34.3% | +22.3% |
| 3Y | +117.5% | -24.4% | +141.9% | +140.3% |
| 5Y | -6.6% | -35.4% | +28.7% | +10.8% |
| 10Y | +3,320.3% | +39.5% | +3,280.8% | +2,490.0% |
| All | +8,434.7% | +74.7% | +8,360.0% | +6,293.2% |
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 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