-8.3%
SHOP vs SLV
+58.0%
-66.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.8% | -6.8% | -7.4% |
| 7D | -4.1% | +2.5% | -6.6% | -4.5% |
| 30D | -11.5% | +3.3% | -14.8% | -12.0% |
| 3M | +21.1% | -3.6% | +24.6% | +21.5% |
| 6M | +3.0% | -21.8% | +24.8% | +5.7% |
| YTD | -16.7% | -7.8% | -8.9% | -16.2% |
| 1Y | -8.3% | +58.3% | -66.6% | -25.4% |
| All | -8.3% | +58.0% | -66.3% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling