+2,941.1%
SHOP vs TRGP
+868.8%
+2,072.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -13.2% | -0.6% | -12.7% | -13.1% |
| 30D | -17.0% | +10.0% | -27.0% | -19.0% |
| 3M | +17.0% | +7.6% | +9.4% | +14.2% |
| 6M | -2.1% | +26.8% | -28.9% | -8.5% |
| YTD | -21.4% | +60.6% | -81.9% | -30.7% |
| 1Y | -11.0% | +82.5% | -93.4% | -24.2% |
| 3Y | +100.9% | +265.0% | -164.1% | +49.2% |
| 5Y | -14.7% | +645.9% | -660.6% | -44.0% |
| All | +2,941.1% | +868.8% | +2,072.3% | +1,695.1% |
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