-11.2%
SHOP vs IBB
+39.3%
-50.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.8% |
| 7D | -1.2% | -0.5% | -0.7% | -0.6% |
| 30D | -14.7% | +4.6% | -19.3% | -19.6% |
| 3M | -7.2% | +6.8% | -14.0% | -16.0% |
| 6M | +54.2% | +23.1% | +31.1% | +14.0% |
| YTD | -8.6% | +26.0% | -34.7% | -36.2% |
| 1Y | +0.5% | +30.4% | -29.9% | -33.4% |
| 3Y | +135.9% | +85.4% | +50.5% | -17.6% |
| All | -11.2% | +39.3% | -50.5% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling