-83.7%
IRE vs SHAK
-24.2%
-59.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.1% | +13.8% | +13.9% |
| 7D | +54.8% | -0.7% | +55.5% | +55.3% |
| 30D | +18.4% | -6.6% | +25.0% | +22.7% |
| 3M | -66.7% | +30.1% | -96.8% | -71.8% |
| 6M | -52.3% | -28.7% | -23.6% | -42.2% |
| YTD | -52.3% | -14.5% | -37.8% | -46.6% |
| All | -83.7% | -24.2% | -59.4% | -76.1% |
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