+8,434.7%
SHOP vs TRI
+233.4%
+8,201.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +3.3% |
| 7D | -5.1% | -0.5% | -4.6% | -5.0% |
| 30D | +0.6% | +7.9% | -7.3% | -5.2% |
| 3M | +25.0% | +24.1% | +1.0% | +2.7% |
| 6M | +11.9% | +3.8% | +8.1% | +3.9% |
| YTD | -9.9% | -16.9% | +7.0% | -1.1% |
| 1Y | 0.0% | -38.4% | +38.4% | +40.0% |
| 3Y | +117.5% | -12.2% | +129.7% | +104.2% |
| 5Y | -6.6% | -1.8% | -4.9% | -20.8% |
| 10Y | +3,320.3% | +207.6% | +3,112.7% | +1,024.3% |
| All | +8,434.7% | +233.4% | +8,201.3% | +2,431.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling