+8,434.7%
SHOP vs RMD
+361.7%
+8,073.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.3% |
| 7D | -5.1% | -5.0% | -0.1% | -2.4% |
| 30D | +0.6% | +2.2% | -1.6% | -0.8% |
| 3M | +25.0% | +17.8% | +7.2% | +13.9% |
| 6M | +11.9% | -11.3% | +23.2% | +18.4% |
| YTD | -9.9% | -4.4% | -5.4% | -8.9% |
| 1Y | 0.0% | -15.7% | +15.7% | +8.2% |
| 3Y | +117.5% | +47.7% | +69.8% | +60.7% |
| 5Y | -6.6% | -19.2% | +12.6% | -2.2% |
| 10Y | +3,320.3% | +280.4% | +3,039.9% | +1,523.5% |
| All | +8,434.7% | +361.7% | +8,073.0% | +3,484.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling