-97.1%
IRE vs SHAK
-19.5%
-77.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -1.1% | +13.3% | +12.6% |
| 7D | -15.1% | +3.0% | -18.2% | -15.5% |
| 30D | -71.4% | +8.2% | -79.6% | -72.2% |
| 3M | -81.2% | +4.6% | -85.7% | -81.4% |
| 6M | -93.7% | +16.3% | -110.1% | -94.2% |
| YTD | -92.2% | -7.6% | -84.7% | -90.9% |
| All | -97.1% | -19.5% | -77.6% | -96.4% |
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