+2,993.7%
SHOP vs PNR
+66.2%
+2,927.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -11.2% | -6.0% | -5.2% | -7.3% |
| 30D | -14.4% | -14.0% | -0.4% | -5.2% |
| 3M | +16.6% | -21.7% | +38.3% | +35.4% |
| 6M | -0.6% | -37.3% | +36.7% | +33.0% |
| YTD | -20.0% | -45.1% | +25.1% | +16.9% |
| 1Y | -11.2% | -49.1% | +37.9% | +37.0% |
| 3Y | +99.5% | -14.8% | +114.3% | +117.5% |
| 5Y | -13.2% | -21.0% | +7.8% | -5.2% |
| All | +2,993.7% | +66.2% | +2,927.5% | +2,254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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