-38.7%
NOW vs SHAK
-21.2%
-17.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -0.3% |
| 7D | -27.5% | +8.3% | -35.9% | -27.6% |
| 30D | -20.0% | +16.7% | -36.7% | -20.4% |
| 3M | -7.9% | +10.0% | -17.9% | -8.3% |
| 6M | +18.3% | -23.8% | +42.1% | +14.7% |
| YTD | -29.0% | -10.3% | -18.7% | -31.5% |
| 1Y | -38.7% | -22.9% | -15.8% | -39.4% |
| All | -38.7% | -21.2% | -17.5% | -39.4% |
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