+3,608.8%
SHOP vs PWR
+1,833.2%
+1,775.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.3% | -2.7% | +1.0% |
| 7D | -5.4% | -12.9% | +7.4% | -1.2% |
| 30D | -10.3% | -22.8% | +12.5% | -1.6% |
| 3M | +1.0% | -19.0% | +20.0% | +7.6% |
| 6M | +41.2% | -31.1% | +72.3% | +57.0% |
| YTD | -7.5% | +28.3% | -35.7% | -27.2% |
| 1Y | -4.6% | +22.2% | -26.8% | -23.0% |
| 3Y | +146.4% | +222.2% | -75.8% | +17.5% |
| 5Y | -2.5% | +364.2% | -366.7% | -60.5% |
| All | +3,608.8% | +1,833.2% | +1,775.7% | +746.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling