-4.9%
SHOP vs RVTY
+74.0%
-78.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.5% | +9.8% | +8.2% |
| 7D | -9.0% | -3.6% | -5.5% | -7.8% |
| 30D | -4.4% | +1.4% | -5.8% | -5.1% |
| 3M | +24.1% | +43.2% | -19.1% | +7.2% |
| 6M | +20.0% | +84.5% | -64.5% | -9.0% |
| YTD | -4.9% | +65.2% | -70.1% | -24.1% |
| 1Y | -4.9% | +74.3% | -79.2% | -28.3% |
| All | -4.9% | +74.0% | -78.9% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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