+30.9%
DOCU vs SHAK
+0.1%
+30.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +6.9% | -0.7% | +7.6% | +7.0% |
| 30D | +19.0% | -6.6% | +25.6% | +20.7% |
| 3M | +34.3% | +30.1% | +4.2% | +26.0% |
| 6M | +48.0% | -28.7% | +76.8% | +55.0% |
| YTD | 0.0% | -14.5% | +14.5% | -1.0% |
| 1Y | -10.3% | -31.9% | +21.6% | -5.7% |
| All | +30.9% | +0.1% | +30.7% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling