+1,145.9%
DELL vs SHAK
-22.8%
+1,168.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.2% | +8.8% | +11.2% |
| 7D | +8.2% | -8.3% | +16.5% | +10.5% |
| 30D | +17.1% | -12.6% | +29.7% | +20.8% |
| 3M | +45.2% | +9.1% | +36.0% | +40.8% |
| 6M | +286.8% | -31.2% | +318.0% | +313.4% |
| YTD | +354.8% | -21.6% | +376.4% | +367.6% |
| 1Y | +358.3% | -38.8% | +397.0% | +399.7% |
| 3Y | +724.9% | +0.6% | +724.3% | +686.2% |
| All | +1,145.9% | -22.8% | +1,168.7% | +1,088.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling