-4.9%
SHOP vs RMD
-1.9%
-3.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.9% | +1.4% | +4.5% |
| 7D | -9.0% | -3.9% | -5.2% | -7.5% |
| 30D | -4.4% | +7.9% | -12.3% | -7.4% |
| 3M | +24.1% | +8.1% | +16.0% | +20.2% |
| 6M | +20.0% | +15.5% | +4.5% | +12.5% |
| YTD | -4.9% | +0.7% | -5.6% | -7.7% |
| 1Y | -4.9% | -1.4% | -3.6% | -7.5% |
| All | -4.9% | -1.9% | -3.0% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling