+44.0%
TXN vs SHOP
-10.9%
+54.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -0.9% | -1.1% |
| 7D | +2.0% | -13.2% | +15.2% | +1.8% |
| 30D | -8.0% | -17.0% | +9.1% | -8.2% |
| 3M | -7.8% | +17.0% | -24.8% | -7.6% |
| 6M | +32.4% | -2.1% | +34.5% | +32.7% |
| YTD | +51.7% | -21.4% | +73.0% | +56.9% |
| All | +44.0% | -10.9% | +54.9% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 1y: compounded portfolio wealth divided by compounded SHOP 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…
1y analysis · Full analysis span regression · 6 months rolling