+27.6%
DOC vs SHAK
-26.5%
+54.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.8% | -0.7% | +3.1% |
| 7D | +8.7% | +8.3% | +0.4% | +8.7% |
| 30D | +7.6% | +16.7% | -9.1% | +7.7% |
| 3M | -5.3% | +10.0% | -15.2% | -4.9% |
| 6M | +27.6% | -23.8% | +51.4% | +28.2% |
| All | +27.6% | -26.5% | +54.1% | +28.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling