+112.8%
SHOP vs TRGP
+265.9%
-153.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.5% | -9.0% | -8.1% |
| 7D | -4.1% | -0.6% | -3.5% | -3.9% |
| 30D | -11.5% | +14.6% | -26.1% | -16.1% |
| 3M | +21.1% | +11.9% | +9.1% | +14.1% |
| 6M | +3.0% | +25.3% | -22.3% | -9.3% |
| YTD | -16.7% | +61.9% | -78.6% | -36.9% |
| 1Y | -8.3% | +87.3% | -95.6% | -37.7% |
| 3Y | +112.8% | +268.0% | -155.2% | +0.3% |
| All | +112.8% | +265.9% | -153.0% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling