+8,534.1%
SHOP vs TRGP
+406.9%
+8,127.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.4% |
| 3M | -2.4% | +10.7% | -13.1% | -5.3% |
| 6M | +47.0% | +17.1% | +29.9% | +39.8% |
| YTD | -8.8% | +63.6% | -72.4% | -20.3% |
| 1Y | -6.3% | +77.0% | -83.2% | -19.8% |
| 3Y | +139.3% | +273.2% | -133.9% | +74.8% |
| 5Y | -12.1% | +508.6% | -520.7% | -41.6% |
| 10Y | +3,601.0% | +817.8% | +2,783.2% | +1,945.1% |
| All | +8,534.1% | +406.9% | +8,127.2% | +6,732.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling