+2,993.7%
SHOP vs TRI
+196.2%
+2,797.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.5% |
| 7D | -11.2% | -7.9% | -3.4% | -5.9% |
| 30D | -14.4% | -4.5% | -9.9% | -12.0% |
| 3M | +16.6% | +22.1% | -5.5% | -2.8% |
| 6M | -0.6% | -2.8% | +2.2% | -2.9% |
| YTD | -20.0% | -23.4% | +3.4% | -6.8% |
| 1Y | -11.2% | -41.5% | +30.3% | +28.7% |
| 3Y | +99.5% | -19.2% | +118.7% | +97.5% |
| 5Y | -13.2% | -9.4% | -3.8% | -23.1% |
| All | +2,993.7% | +196.2% | +2,797.5% | +1,072.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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