+8,434.7%
SHOP vs PNC
+268.2%
+8,166.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.1% | +1.4% | -6.5% | -5.7% |
| 30D | +0.6% | -3.8% | +4.4% | +2.6% |
| 3M | +25.0% | +9.0% | +16.0% | +19.4% |
| 6M | +11.9% | +16.6% | -4.7% | +2.9% |
| YTD | -9.9% | +20.4% | -30.3% | -18.6% |
| 1Y | 0.0% | +22.3% | -22.4% | -10.5% |
| 3Y | +117.5% | +124.5% | -7.0% | +48.5% |
| 5Y | -6.6% | +54.1% | -60.7% | -25.1% |
| 10Y | +3,320.3% | +276.3% | +3,044.1% | +1,632.0% |
| All | +8,434.7% | +268.2% | +8,166.5% | +4,380.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling