+112.8%
SHOP vs RVTY
+16.6%
+96.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.4% | -5.2% | -6.5% |
| 7D | -4.1% | +0.4% | -4.5% | -4.2% |
| 30D | -11.5% | +10.8% | -22.4% | -15.4% |
| 3M | +21.1% | +26.8% | -5.7% | +8.6% |
| 6M | +3.0% | +39.3% | -36.3% | -12.2% |
| YTD | -16.7% | +31.6% | -48.3% | -27.1% |
| 1Y | -8.3% | +47.7% | -56.0% | -23.7% |
| 3Y | +112.8% | +19.9% | +92.9% | +91.1% |
| All | +112.8% | +16.6% | +96.2% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling