+8,434.7%
SHOP vs TGT
+190.9%
+8,243.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -5.1% | +0.8% | -5.9% | -5.5% |
| 30D | +0.6% | +12.2% | -11.6% | -4.9% |
| 3M | +25.0% | +33.8% | -8.8% | +8.7% |
| 6M | +11.9% | +39.3% | -27.4% | -5.2% |
| YTD | -9.9% | +72.9% | -82.7% | -31.5% |
| 1Y | 0.0% | +84.6% | -84.6% | -26.8% |
| 3Y | +117.5% | +46.2% | +71.3% | +69.7% |
| 5Y | -6.6% | -21.3% | +14.7% | -5.3% |
| 10Y | +3,320.3% | +213.5% | +3,106.8% | +2,226.0% |
| All | +8,434.7% | +190.9% | +8,243.8% | +5,296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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