+2,993.7%
SHOP vs TRV
+306.9%
+2,686.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.1% |
| 7D | -11.2% | +1.9% | -13.2% | -11.7% |
| 30D | -14.4% | +1.7% | -16.1% | -14.8% |
| 3M | +16.6% | +23.9% | -7.3% | +9.4% |
| 6M | -0.6% | +26.3% | -26.8% | -7.4% |
| YTD | -20.0% | +30.8% | -50.8% | -26.5% |
| 1Y | -11.2% | +36.3% | -47.5% | -19.6% |
| 3Y | +99.5% | +145.0% | -45.5% | +49.3% |
| 5Y | -13.2% | +163.9% | -177.1% | -37.4% |
| All | +2,993.7% | +306.9% | +2,686.8% | +1,876.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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