+8,659.4%
SHOP vs RVTY
+203.7%
+8,455.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +1.6% |
| 7D | -5.4% | -1.2% | -4.2% | -5.6% |
| 30D | -10.3% | +1.0% | -11.3% | -11.8% |
| 3M | +1.0% | +35.8% | -34.8% | -20.1% |
| 6M | +41.2% | +56.7% | -15.5% | -0.3% |
| YTD | -7.5% | +60.7% | -68.2% | -37.4% |
| 1Y | -4.6% | +73.7% | -78.3% | -39.2% |
| 3Y | +146.4% | +82.8% | +63.7% | +38.0% |
| 5Y | -2.5% | -7.0% | +4.5% | -3.0% |
| 10Y | +3,703.6% | +212.3% | +3,491.3% | +1,404.3% |
| All | +8,659.4% | +203.7% | +8,455.7% | +3,187.9% |
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