+6.9%
EQX vs SHAK
-26.3%
+33.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.8% |
| 7D | +10.8% | -1.0% | +11.8% | +11.1% |
| 30D | -0.9% | +8.1% | -8.9% | -2.3% |
| 3M | +9.5% | -6.1% | +15.6% | +10.9% |
| 6M | -16.8% | -27.7% | +10.9% | -14.1% |
| YTD | -19.3% | -14.0% | -5.3% | -15.9% |
| 1Y | +6.9% | -27.1% | +33.9% | +11.3% |
| All | +6.9% | -26.3% | +33.1% | +11.3% |
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