+16.4%
DOCU vs SHAK
-19.6%
+36.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.3% |
| 7D | -0.4% | +3.0% | -3.5% | -0.8% |
| 30D | +12.9% | +8.2% | +4.7% | +11.9% |
| 3M | +35.1% | +4.6% | +30.5% | +34.2% |
| 6M | +76.2% | +16.3% | +59.9% | +71.3% |
| YTD | +17.2% | -7.6% | +24.7% | +8.1% |
| 1Y | +16.4% | -18.7% | +35.2% | +17.5% |
| All | +16.4% | -19.6% | +36.0% | +17.5% |
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