+3,772.8%
SHOP vs HRB
+226.2%
+3,546.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +2.1% | -7.8% | +9.9% | +3.9% |
| 30D | -16.8% | +15.7% | -32.6% | -19.9% |
| 3M | -2.4% | -5.5% | +3.1% | -1.5% |
| 6M | +47.0% | +41.1% | +5.9% | +34.3% |
| YTD | -8.8% | +20.4% | -29.2% | -14.3% |
| 1Y | -6.3% | +15.2% | -21.5% | -11.2% |
| 3Y | +139.3% | +24.3% | +115.0% | +118.8% |
| 5Y | -12.1% | +144.7% | -156.8% | -28.9% |
| All | +3,772.8% | +226.2% | +3,546.6% | +2,842.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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