+2,993.7%
SHOP vs PNC
+279.5%
+2,714.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | -11.2% | -0.6% | -10.7% | -10.9% |
| 30D | -14.4% | -4.4% | -10.0% | -12.4% |
| 3M | +16.6% | +5.2% | +11.3% | +13.5% |
| 6M | -0.6% | +20.6% | -21.2% | -10.0% |
| YTD | -20.0% | +19.8% | -39.8% | -27.4% |
| 1Y | -11.2% | +24.4% | -35.6% | -21.0% |
| 3Y | +99.5% | +131.2% | -31.8% | +35.9% |
| 5Y | -13.2% | +53.1% | -66.3% | -30.1% |
| All | +2,993.7% | +279.5% | +2,714.2% | +1,850.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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