+196.5%
MCD vs SHAK
+97.7%
+98.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.5% |
| 7D | -1.9% | +3.0% | -5.0% | -2.3% |
| 30D | +16.6% | +8.2% | +8.4% | +15.4% |
| 3M | +0.9% | +4.6% | -3.6% | +0.1% |
| 6M | +1.5% | +16.3% | -14.9% | -1.1% |
| YTD | -8.3% | -7.6% | -0.8% | -9.2% |
| 1Y | -8.1% | -18.7% | +10.6% | -7.6% |
| 3Y | +10.3% | +36.4% | -26.0% | -1.6% |
| 5Y | +23.4% | -10.5% | +33.9% | +13.9% |
| All | +196.5% | +97.7% | +98.8% | +110.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling