+77.7%
HPQ vs SHAK
-32.1%
+109.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +5.6% |
| 7D | +2.2% | -7.2% | +9.4% | +3.0% |
| 30D | +9.7% | -11.8% | +21.6% | +11.2% |
| 3M | +32.7% | +17.2% | +15.6% | +29.5% |
| 6M | +77.7% | -34.1% | +111.8% | +79.9% |
| All | +77.7% | -32.1% | +109.8% | +79.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling