+0.5%
SHOP vs PNC
+28.6%
-28.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | -1.2% | +3.1% | -4.3% | -2.6% |
| 30D | -14.7% | +7.6% | -22.4% | -17.1% |
| 3M | -7.2% | -8.1% | +0.9% | -3.3% |
| 6M | +54.2% | +12.6% | +41.6% | +44.9% |
| YTD | -8.6% | +15.0% | -23.6% | -16.6% |
| 1Y | +0.5% | +30.4% | -29.9% | -17.5% |
| All | +0.5% | +28.6% | -28.1% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling