-47.3%
DOCS vs SHAK
-21.2%
-26.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.8% | +2.5% | +5.8% |
| 7D | +1.2% | +8.3% | -7.1% | 0.0% |
| 30D | +21.3% | +16.7% | +4.6% | +18.5% |
| 3M | +58.4% | +10.0% | +48.4% | +55.7% |
| 6M | +39.3% | -23.8% | +63.1% | +37.7% |
| YTD | -21.7% | -10.3% | -11.4% | -25.7% |
| 1Y | -47.3% | -22.9% | -24.4% | -45.8% |
| All | -47.3% | -21.2% | -26.1% | -45.8% |
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