+69.6%
BHP vs SHAK
-34.0%
+103.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +3.4% | -6.6% | +10.0% | +4.4% |
| 3M | +4.1% | +30.1% | -26.0% | -0.2% |
| 6M | +20.6% | -28.7% | +49.3% | +24.7% |
| YTD | +56.1% | -14.5% | +70.6% | +56.9% |
| 1Y | +69.6% | -31.9% | +101.5% | +77.9% |
| All | +69.6% | -34.0% | +103.6% | +77.9% |
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