+3,003.4%
SHOP vs SLV
+216.1%
+2,787.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.8% | -6.8% | -7.4% |
| 7D | -4.1% | +2.5% | -6.6% | -4.7% |
| 30D | -11.5% | +3.3% | -14.8% | -12.4% |
| 3M | +21.1% | -3.6% | +24.6% | +21.8% |
| 6M | +3.0% | -21.8% | +24.8% | +8.8% |
| YTD | -16.7% | -7.8% | -8.9% | -19.7% |
| 1Y | -8.3% | +58.3% | -66.6% | -27.1% |
| 3Y | +112.8% | +182.6% | -69.8% | +36.7% |
| 5Y | -9.3% | +167.8% | -177.1% | -41.8% |
| 10Y | +3,003.4% | +218.9% | +2,784.6% | +1,621.0% |
| All | +3,003.4% | +216.1% | +2,787.3% | +1,621.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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