+2,993.7%
SHOP vs SIRI
-10.2%
+3,003.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | -11.2% | +0.6% | -11.8% | -11.4% |
| 30D | -14.4% | +2.5% | -16.9% | -15.2% |
| 3M | +16.6% | +6.6% | +10.0% | +14.1% |
| 6M | -0.6% | +32.9% | -33.4% | -9.7% |
| YTD | -20.0% | +50.5% | -70.5% | -30.8% |
| 1Y | -11.2% | +28.0% | -39.2% | -19.2% |
| 3Y | +99.5% | -22.4% | +121.9% | +102.2% |
| 5Y | -13.2% | -41.3% | +28.1% | -7.3% |
| All | +2,993.7% | -10.2% | +3,003.9% | +2,350.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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