+9,318.2%
SHOP vs WBD
-7.6%
+9,325.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +161.0% | +205.5% | -44.5% | +28.3% |
| 7D | +161.0% | +205.5% | -44.5% | +28.3% |
| 30D | +161.0% | +205.5% | -44.5% | +28.3% |
| 3M | +161.0% | +205.5% | -44.5% | +28.3% |
| 6M | +161.0% | +205.5% | -44.5% | +28.3% |
| YTD | +161.0% | +205.5% | -44.5% | +28.3% |
| 1Y | +161.0% | +205.5% | -44.5% | +28.3% |
| 3Y | +206.8% | +206.7% | 0.0% | +49.5% |
| 5Y | +21.5% | +18.4% | +3.1% | -27.5% |
| 10Y | +3,558.0% | +11.8% | +3,546.2% | +1,962.9% |
| All | +9,318.2% | -7.6% | +9,325.9% | +4,781.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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