-4.9%
SHOP vs TRGP
+89.5%
-94.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.5% | +11.9% | +4.8% |
| 7D | -9.0% | -6.5% | -2.6% | -11.8% |
| 30D | -4.4% | -0.4% | -4.0% | -3.9% |
| 3M | +24.1% | +8.8% | +15.3% | +31.7% |
| 6M | +20.0% | +11.0% | +9.0% | +28.6% |
| YTD | -4.9% | +57.4% | -62.3% | +14.7% |
| 1Y | -4.9% | +87.9% | -92.8% | +19.2% |
| All | -4.9% | +89.5% | -94.5% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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