+46.5%
ETSY vs SHAK
-34.0%
+80.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.9% | -6.8% |
| 7D | -8.5% | -0.7% | -7.8% | -8.4% |
| 30D | -10.9% | -6.6% | -4.3% | -9.9% |
| 3M | +14.1% | +30.1% | -16.0% | +8.3% |
| 6M | +37.5% | -28.7% | +66.2% | +44.4% |
| YTD | +38.0% | -14.5% | +52.5% | +34.7% |
| 1Y | +46.5% | -31.9% | +78.4% | +56.1% |
| All | +46.5% | -34.0% | +80.6% | +56.1% |
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