+8,434.7%
SHOP vs RSP
+219.7%
+8,215.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | +0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.0% |
| 30D | +0.6% | -0.3% | +0.9% | +1.2% |
| 3M | +25.0% | +4.3% | +20.8% | +18.2% |
| 6M | +11.9% | +8.8% | +3.1% | -0.3% |
| YTD | -9.9% | +15.3% | -25.1% | -25.8% |
| 1Y | 0.0% | +18.3% | -18.3% | -20.3% |
| 3Y | +117.5% | +52.8% | +64.7% | +28.9% |
| 5Y | -6.6% | +51.7% | -58.4% | -39.1% |
| 10Y | +3,320.3% | +208.5% | +3,111.9% | +880.8% |
| All | +8,434.7% | +219.7% | +8,215.0% | +2,216.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling