+2,989.4%
SHOP vs TRMB
+113.5%
+2,875.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.1% | -3.7% |
| 7D | -10.6% | -2.9% | -7.7% | -8.5% |
| 30D | -18.3% | -1.8% | -16.5% | -17.2% |
| 3M | +14.8% | +8.4% | +6.4% | +8.0% |
| 6M | -5.0% | -18.5% | +13.5% | +10.6% |
| YTD | -21.2% | -26.7% | +5.5% | -0.5% |
| 1Y | -11.6% | -28.3% | +16.7% | +13.5% |
| 3Y | +101.2% | +12.6% | +88.6% | +85.4% |
| 5Y | -15.7% | -38.7% | +23.0% | +18.3% |
| 10Y | +2,989.4% | +120.8% | +2,868.7% | +2,458.1% |
| All | +2,989.4% | +113.5% | +2,875.9% | +2,458.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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