+306.1%
INTC vs SHAK
+35.4%
+270.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.5% | +2.0% |
| 7D | +7.5% | -8.3% | +15.7% | +9.2% |
| 30D | +2.0% | -12.6% | +14.6% | +4.6% |
| 3M | -12.0% | +9.1% | -21.1% | -14.5% |
| 6M | +114.5% | -31.2% | +145.8% | +127.2% |
| YTD | +179.0% | -21.6% | +200.6% | +186.8% |
| 1Y | +318.3% | -38.8% | +357.1% | +350.1% |
| 3Y | +171.2% | +0.6% | +170.6% | +155.6% |
| 5Y | +107.6% | -22.5% | +130.1% | +97.4% |
| 10Y | +258.5% | +85.3% | +173.2% | +179.2% |
| All | +306.1% | +35.4% | +270.7% | +219.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling