+3,003.4%
SHOP vs RBA
+182.6%
+2,820.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.0% | -5.6% | -6.7% |
| 7D | -4.1% | -1.1% | -3.0% | -3.6% |
| 30D | -11.5% | -13.2% | +1.7% | -5.9% |
| 3M | +21.1% | -21.4% | +42.4% | +32.2% |
| 6M | +3.0% | -20.9% | +23.9% | +11.9% |
| YTD | -16.7% | -19.9% | +3.2% | -9.9% |
| 1Y | -8.3% | -28.7% | +20.4% | +4.4% |
| 3Y | +112.8% | +27.4% | +85.4% | +85.3% |
| 5Y | -9.3% | +41.7% | -51.0% | -26.2% |
| 10Y | +3,003.4% | +189.6% | +2,813.9% | +1,770.6% |
| All | +3,003.4% | +182.6% | +2,820.9% | +1,770.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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