+7,347.1%
SHOP vs IBKR
+983.7%
+6,363.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.4% |
| 7D | -13.2% | -3.8% | -9.4% | -11.2% |
| 30D | -17.0% | -0.3% | -16.7% | -17.1% |
| 3M | +17.0% | +4.8% | +12.2% | +12.5% |
| 6M | -2.1% | +30.8% | -32.9% | -17.6% |
| YTD | -21.4% | +39.5% | -60.8% | -36.5% |
| 1Y | -11.0% | +43.7% | -54.6% | -29.4% |
| 3Y | +100.9% | +284.7% | -183.7% | -10.3% |
| 5Y | -14.7% | +484.9% | -499.6% | -69.5% |
| 10Y | +2,984.8% | +980.8% | +2,004.0% | +700.4% |
| All | +7,347.1% | +983.7% | +6,363.4% | +2,084.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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