+131.2%
PNC vs SHAK
-2.6%
+133.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.6% | 0.0% |
| 7D | -0.6% | -8.3% | +7.7% | +0.8% |
| 30D | -4.4% | -12.6% | +8.2% | -2.4% |
| 3M | +5.2% | +9.1% | -3.9% | +3.2% |
| 6M | +20.6% | -31.2% | +51.9% | +26.3% |
| YTD | +19.8% | -21.6% | +41.3% | +22.0% |
| 1Y | +24.4% | -38.8% | +63.2% | +32.4% |
| 3Y | +131.2% | +0.6% | +130.6% | +111.3% |
| All | +131.2% | -2.6% | +133.9% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling