+3,781.0%
SHOP vs RVTY
+211.6%
+3,569.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.4% |
| 7D | -1.2% | -0.5% | -0.8% | -0.9% |
| 30D | -14.7% | +1.5% | -16.3% | -16.5% |
| 3M | -7.2% | +31.5% | -38.7% | -25.0% |
| 6M | +54.2% | +62.7% | -8.5% | +5.5% |
| YTD | -8.6% | +60.0% | -68.6% | -38.3% |
| 1Y | +0.5% | +65.7% | -65.2% | -34.1% |
| 3Y | +135.9% | +85.2% | +50.7% | +28.7% |
| 5Y | -11.9% | -14.9% | +3.0% | -5.5% |
| All | +3,781.0% | +211.6% | +3,569.4% | +1,467.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling