-11.2%
SHOP vs PWR
+411.6%
-422.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -1.2% | +11.3% | -12.5% | -6.1% |
| 30D | -14.7% | -8.9% | -5.9% | -12.7% |
| 3M | -7.2% | -10.5% | +3.3% | -5.1% |
| 6M | +54.2% | -22.2% | +76.3% | +65.4% |
| YTD | -8.6% | +42.7% | -51.4% | -37.7% |
| 1Y | +0.5% | +41.1% | -40.6% | -31.1% |
| 3Y | +135.9% | +242.7% | -106.8% | -24.0% |
| All | -11.2% | +411.6% | -422.8% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling