+3,781.0%
SHOP vs RSP
+212.4%
+3,568.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | -0.1% |
| 7D | -1.2% | +2.4% | -3.6% | -4.5% |
| 30D | -14.7% | +4.3% | -19.0% | -19.5% |
| 3M | -7.2% | -0.3% | -6.9% | -6.2% |
| 6M | +54.2% | +9.8% | +44.4% | +36.0% |
| YTD | -8.6% | +16.8% | -25.5% | -26.1% |
| 1Y | +0.5% | +19.5% | -19.0% | -21.1% |
| 3Y | +135.9% | +65.1% | +70.8% | +25.0% |
| 5Y | -11.9% | +48.7% | -60.6% | -42.1% |
| All | +3,781.0% | +212.4% | +3,568.6% | +970.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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