+360.5%
BE vs SHAK
-34.0%
+394.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.3% |
| 7D | +20.0% | -0.7% | +20.7% | +20.2% |
| 30D | +7.9% | -6.6% | +14.5% | +9.8% |
| 3M | -13.2% | +30.1% | -43.3% | -20.3% |
| 6M | +53.5% | -28.7% | +82.2% | +77.2% |
| YTD | +191.0% | -14.5% | +205.5% | +206.7% |
| 1Y | +360.5% | -31.9% | +392.4% | +467.8% |
| All | +360.5% | -34.0% | +394.5% | +467.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling