+8,524.1%
SHOP vs MUB
+28.2%
+8,496.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.8% |
| 7D | +2.8% | +0.6% | +2.2% | +1.7% |
| 30D | -14.2% | +3.4% | -17.6% | -19.6% |
| 3M | -5.5% | -0.7% | -4.8% | -4.1% |
| 6M | +32.8% | -1.0% | +33.8% | +35.8% |
| YTD | -8.9% | 0.0% | -8.9% | -8.4% |
| 1Y | -7.7% | +0.4% | -8.1% | -7.8% |
| 3Y | +139.0% | +10.5% | +128.5% | +96.6% |
| 5Y | -0.5% | +3.1% | -3.6% | -8.0% |
| 10Y | +3,557.0% | +22.0% | +3,535.0% | +2,877.8% |
| All | +8,524.1% | +28.2% | +8,496.0% | +4,565.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling