+8,844.7%
SHOP vs TRMB
+124.1%
+8,720.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.1% | +1.4% |
| 7D | -2.7% | -17.0% | +14.3% | +7.5% |
| 30D | -11.0% | -9.0% | -2.0% | -7.8% |
| 3M | +0.3% | -8.1% | +8.4% | +3.3% |
| 6M | +37.7% | -10.1% | +47.8% | +44.0% |
| YTD | -5.5% | -30.2% | +24.7% | +17.7% |
| 1Y | -0.2% | -30.7% | +30.5% | +24.9% |
| 3Y | +151.9% | +32.6% | +119.3% | +108.6% |
| 5Y | -2.2% | -38.1% | +35.9% | +31.4% |
| 10Y | +3,647.2% | +98.9% | +3,548.3% | +2,963.5% |
| All | +8,844.7% | +124.1% | +8,720.6% | +6,447.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling