+8,524.1%
SHOP vs RVTY
+211.5%
+8,312.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -2.9% |
| 7D | +2.8% | -2.7% | +5.5% | +4.7% |
| 30D | -14.2% | +3.2% | -17.4% | -16.8% |
| 3M | -5.5% | +37.2% | -42.7% | -25.7% |
| 6M | +32.8% | +57.7% | -24.9% | -6.5% |
| YTD | -8.9% | +64.8% | -73.8% | -39.4% |
| 1Y | -7.7% | +72.8% | -80.6% | -40.9% |
| 3Y | +139.0% | +89.8% | +49.2% | +30.2% |
| 5Y | -0.5% | -8.4% | +7.9% | +0.4% |
| 10Y | +3,557.0% | +219.5% | +3,337.6% | +1,324.9% |
| All | +8,524.1% | +211.5% | +8,312.6% | +3,081.2% |
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 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