+3,003.4%
SHOP vs RSP
+204.5%
+2,798.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.0% | -6.5% | -6.1% |
| 7D | -4.1% | -0.4% | -3.7% | -3.4% |
| 30D | -11.5% | -1.5% | -10.0% | -9.4% |
| 3M | +21.1% | +4.8% | +16.3% | +13.7% |
| 6M | +3.0% | +10.3% | -7.3% | -9.9% |
| YTD | -16.7% | +14.1% | -30.8% | -30.5% |
| 1Y | -8.3% | +17.0% | -25.3% | -25.8% |
| 3Y | +112.8% | +54.2% | +58.6% | +24.6% |
| 5Y | -9.3% | +51.5% | -60.8% | -40.8% |
| 10Y | +3,003.4% | +204.4% | +2,799.0% | +833.5% |
| All | +3,003.4% | +204.5% | +2,798.9% | +833.5% |
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