+8,434.7%
SHOP vs IBB
+81.2%
+8,353.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -5.1% | +1.4% | -6.5% | -6.6% |
| 30D | +0.6% | +10.5% | -9.9% | -10.2% |
| 3M | +25.0% | +23.6% | +1.4% | -1.1% |
| 6M | +11.9% | +22.6% | -10.7% | -11.3% |
| YTD | -9.9% | +25.7% | -35.5% | -31.1% |
| 1Y | 0.0% | +51.4% | -51.4% | -37.5% |
| 3Y | +117.5% | +64.4% | +53.1% | +23.5% |
| 5Y | -6.6% | +22.1% | -28.8% | -24.6% |
| 10Y | +3,320.3% | +132.5% | +3,187.9% | +1,621.1% |
| All | +8,434.7% | +81.2% | +8,353.5% | +5,492.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling