+3,557.0%
SHOP vs PWR
+1,818.7%
+1,738.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -3.0% |
| 7D | +2.8% | -11.2% | +14.1% | +6.9% |
| 30D | -14.2% | -17.4% | +3.2% | -8.6% |
| 3M | -5.5% | -11.7% | +6.2% | -3.0% |
| 6M | +32.8% | -21.7% | +54.5% | +39.5% |
| YTD | -8.9% | +38.3% | -47.2% | -30.8% |
| 1Y | -7.7% | +29.6% | -37.3% | -27.4% |
| 3Y | +139.0% | +236.1% | -97.1% | +11.6% |
| 5Y | -0.5% | +406.3% | -406.9% | -61.4% |
| 10Y | +3,557.0% | +1,796.7% | +1,760.3% | +665.9% |
| All | +3,557.0% | +1,818.7% | +1,738.3% | +665.9% |
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