+59.1%
SHOP vs RDDT
+230.5%
-171.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.2% | -1.7% |
| 7D | -13.2% | -0.4% | -12.8% | -13.1% |
| 30D | -17.0% | -0.5% | -16.5% | -17.3% |
| 3M | +17.0% | -9.8% | +26.8% | +18.1% |
| 6M | -2.1% | +15.8% | -17.9% | -7.8% |
| YTD | -21.4% | -32.4% | +11.1% | -16.3% |
| 1Y | -11.0% | -40.0% | +29.1% | -3.6% |
| All | +59.1% | +230.5% | -171.4% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 5y: compounded portfolio wealth divided by compounded RDDT 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…
5y analysis · Full analysis span regression · 6 months rolling