+3,781.0%
SHOP vs TRGP
+822.5%
+2,958.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -1.2% | +12.4% | -13.6% | -3.6% |
| 30D | -14.7% | +2.6% | -17.3% | -15.5% |
| 3M | -7.2% | +11.9% | -19.1% | -10.0% |
| 6M | +54.2% | +13.9% | +40.3% | +47.8% |
| YTD | -8.6% | +64.2% | -72.8% | -20.1% |
| 1Y | +0.5% | +78.5% | -78.0% | -14.0% |
| 3Y | +135.9% | +272.9% | -137.0% | +73.9% |
| 5Y | -11.9% | +510.7% | -522.6% | -40.5% |
| All | +3,781.0% | +822.5% | +2,958.5% | +2,280.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling