-4.9%
SHOP vs PWR
+31.4%
-36.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -11.7% | +19.0% | +6.1% |
| 7D | -9.0% | -4.4% | -4.7% | -9.5% |
| 30D | -4.4% | -15.1% | +10.6% | -5.8% |
| 3M | +24.1% | -16.2% | +40.4% | +22.4% |
| 6M | +20.0% | -23.3% | +43.3% | +20.3% |
| YTD | -4.9% | +37.6% | -42.5% | -22.6% |
| 1Y | -4.9% | +32.4% | -37.3% | -22.4% |
| All | -4.9% | +31.4% | -36.3% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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