+58.9%
BNY vs SHAK
-34.0%
+92.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | +3.8% | -6.6% | +10.5% | +4.4% |
| 3M | +14.9% | +30.1% | -15.1% | +11.6% |
| 6M | +40.3% | -28.7% | +69.1% | +45.8% |
| YTD | +43.8% | -14.5% | +58.3% | +46.1% |
| 1Y | +58.9% | -31.9% | +90.8% | +67.1% |
| All | +58.9% | -34.0% | +92.9% | +67.1% |
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