+12.6%
MDB vs SHAK
-36.9%
+49.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.4% | +4.3% |
| 7D | -2.8% | -11.0% | +8.2% | -3.1% |
| 30D | -14.9% | -14.0% | -0.8% | -15.3% |
| 3M | +7.3% | +13.3% | -5.9% | +8.5% |
| 6M | +38.2% | -35.3% | +73.5% | +32.9% |
| YTD | -10.9% | -24.0% | +13.1% | -15.1% |
| All | +12.6% | -36.9% | +49.4% | +10.7% |
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