+280.4%
SHW vs PNC
+279.5%
+0.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | -3.1% | -0.6% | -2.6% | -2.9% |
| 30D | -10.0% | -4.4% | -5.6% | -8.4% |
| 3M | +2.3% | +5.2% | -3.0% | +0.1% |
| 6M | +0.7% | +20.6% | -20.0% | -6.7% |
| YTD | +0.5% | +19.8% | -19.3% | -6.9% |
| 1Y | -11.5% | +24.4% | -35.9% | -19.4% |
| 3Y | +21.3% | +131.2% | -109.9% | -15.2% |
| 5Y | +12.5% | +53.1% | -40.6% | -9.0% |
| All | +280.4% | +279.5% | +0.9% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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