+272.7%
PNC vs SHAK
+87.2%
+185.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.6% | -0.2% |
| 7D | -0.6% | -8.3% | +7.7% | +1.3% |
| 30D | -4.4% | -12.6% | +8.2% | -1.7% |
| 3M | +5.2% | +9.1% | -3.9% | +2.5% |
| 6M | +20.6% | -31.2% | +51.9% | +27.7% |
| YTD | +19.8% | -21.6% | +41.3% | +22.5% |
| 1Y | +24.4% | -38.8% | +63.2% | +34.3% |
| 3Y | +131.2% | +0.6% | +130.6% | +110.6% |
| 5Y | +53.1% | -22.5% | +75.6% | +40.4% |
| All | +272.7% | +87.2% | +185.5% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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