-62.1%
DOCS vs SHAK
-30.6%
-31.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | +21.8% | -6.6% | +28.5% | +22.9% |
| 3M | +27.3% | +30.1% | -2.8% | +22.7% |
| 6M | -0.3% | -28.7% | +28.4% | +0.9% |
| YTD | -40.5% | -14.5% | -26.0% | -43.0% |
| All | -62.1% | -30.6% | -31.5% | -61.6% |
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