+7,788.2%
SHOP vs TROW
+101.1%
+7,687.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.3% | -7.2% | -7.3% |
| 7D | -4.1% | +0.4% | -4.5% | -4.4% |
| 30D | -11.5% | -4.0% | -7.5% | -8.4% |
| 3M | +21.1% | +5.0% | +16.0% | +15.8% |
| 6M | +3.0% | +24.3% | -21.3% | -14.6% |
| YTD | -16.7% | +9.8% | -26.5% | -23.6% |
| 1Y | -8.3% | +6.4% | -14.7% | -13.7% |
| 3Y | +112.8% | +15.8% | +97.0% | +88.8% |
| 5Y | -9.3% | -37.3% | +28.0% | +24.6% |
| 10Y | +3,003.4% | +130.6% | +2,872.8% | +1,733.1% |
| All | +7,788.2% | +101.1% | +7,687.2% | +4,831.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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