+8,434.7%
SHOP vs RVTY
+154.9%
+8,279.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -5.1% | +1.1% | -6.2% | -5.8% |
| 30D | +0.6% | +13.2% | -12.6% | -8.1% |
| 3M | +25.0% | +27.2% | -2.2% | +4.2% |
| 6M | +11.9% | +32.4% | -20.5% | -11.4% |
| YTD | -9.9% | +34.9% | -44.7% | -29.9% |
| 1Y | 0.0% | +52.4% | -52.4% | -29.3% |
| 3Y | +117.5% | +12.3% | +105.2% | +78.9% |
| 5Y | -6.6% | -30.8% | +24.2% | +16.8% |
| 10Y | +3,320.3% | +150.7% | +3,169.6% | +1,498.3% |
| All | +8,434.7% | +154.9% | +8,279.9% | +3,583.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling