+135.5%
SHOP vs TRGP
+273.0%
-137.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.0% |
| 7D | +2.1% | +9.0% | -6.9% | -0.1% |
| 30D | -16.8% | +1.5% | -18.4% | -17.5% |
| 3M | -2.4% | +10.7% | -13.1% | -6.2% |
| 6M | +47.0% | +17.1% | +29.9% | +35.9% |
| YTD | -8.8% | +63.6% | -72.4% | -30.0% |
| 1Y | -6.3% | +77.0% | -83.2% | -31.6% |
| All | +135.5% | +273.0% | -137.5% | +51.1% |
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 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