+162.9%
BBIO vs SHAK
-5.4%
+168.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.2% | -1.3% |
| 7D | -3.2% | -8.3% | +5.1% | -0.1% |
| 30D | -13.6% | -12.6% | -1.0% | -9.4% |
| 3M | +7.2% | +9.1% | -1.9% | +1.7% |
| 6M | +1.5% | -31.2% | +32.7% | +11.6% |
| YTD | -5.3% | -21.6% | +16.3% | -2.3% |
| 1Y | +37.7% | -38.8% | +76.5% | +56.0% |
| 3Y | +153.9% | +0.6% | +153.3% | +107.4% |
| 5Y | +43.9% | -22.5% | +66.4% | +26.6% |
| All | +162.9% | -5.4% | +168.3% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 all: compounded portfolio wealth divided by compounded SHAK 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…
all analysis · Full analysis span regression · 6 months rolling