+2,989.4%
SHOP vs MUB
+17.4%
+2,972.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -4.9% | -4.4% |
| 7D | -10.6% | -0.7% | -9.9% | -9.3% |
| 30D | -18.3% | -2.0% | -16.3% | -14.8% |
| 3M | +14.8% | -2.5% | +17.4% | +21.4% |
| 6M | -5.0% | -2.3% | -2.7% | +0.2% |
| YTD | -21.2% | -1.3% | -19.9% | -18.6% |
| 1Y | -11.6% | +1.1% | -12.7% | -12.8% |
| 3Y | +101.2% | +8.2% | +93.0% | +71.3% |
| 5Y | -15.7% | +1.5% | -17.2% | -19.7% |
| 10Y | +2,989.4% | +17.6% | +2,971.9% | +2,421.2% |
| All | +2,989.4% | +17.4% | +2,972.0% | +2,421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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