+57.3%
BEN vs SHAK
-21.2%
+78.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.8% | +0.8% | +4.2% |
| 7D | +6.7% | +8.3% | -1.6% | +5.7% |
| 30D | +3.0% | +16.7% | -13.7% | +1.0% |
| 3M | -4.3% | +10.0% | -14.3% | -5.7% |
| 6M | +16.4% | -23.8% | +40.2% | +22.0% |
| YTD | +46.8% | -10.3% | +57.1% | +48.1% |
| 1Y | +57.3% | -22.9% | +80.2% | +65.7% |
| All | +57.3% | -21.2% | +78.6% | +65.7% |
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 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