+50.9%
BNY vs SHAK
-37.6%
+88.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -4.4% | -8.5% | +4.1% | -3.6% |
| 30D | -3.4% | -15.1% | +11.7% | -2.1% |
| 3M | +9.9% | +9.1% | +0.9% | +8.7% |
| 6M | +36.8% | -26.9% | +63.7% | +40.2% |
| YTD | +37.6% | -21.8% | +59.4% | +41.1% |
| All | +50.9% | -37.6% | +88.4% | +61.2% |
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