+3,557.0%
SHOP vs TER
+993.6%
+2,563.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.3% | -3.5% |
| 7D | +2.8% | -8.9% | +11.7% | +6.1% |
| 30D | -14.2% | -39.1% | +24.9% | +5.3% |
| 3M | -5.5% | -32.8% | +27.2% | +7.7% |
| 6M | +32.8% | -31.7% | +64.5% | +36.0% |
| YTD | -8.9% | +26.9% | -35.9% | -41.3% |
| 1Y | -7.7% | +33.6% | -41.3% | -42.6% |
| 3Y | +139.0% | +181.5% | -42.5% | -20.4% |
| 5Y | -0.5% | +76.1% | -76.7% | -54.4% |
| 10Y | +3,557.0% | +1,006.2% | +2,550.8% | +411.0% |
| All | +3,557.0% | +993.6% | +2,563.4% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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