-21.4%
NOW vs SHAK
-34.0%
+12.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -0.7% | -1.7% | -2.4% |
| 30D | +20.5% | -6.6% | +27.1% | +20.8% |
| 3M | +18.3% | +30.1% | -11.7% | +17.2% |
| 6M | +24.1% | -28.7% | +52.8% | +21.1% |
| YTD | -7.8% | -14.5% | +6.7% | -11.5% |
| 1Y | -21.4% | -31.9% | +10.5% | -22.2% |
| All | -21.4% | -34.0% | +12.6% | -22.2% |
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