+54.3%
PAAS vs SHAK
-34.0%
+88.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +6.8% | -6.6% | +13.4% | +8.0% |
| 3M | -2.9% | +30.1% | -32.9% | -6.5% |
| 6M | -16.4% | -28.7% | +12.3% | -13.7% |
| YTD | 0.0% | -14.5% | +14.5% | +0.6% |
| 1Y | +54.3% | -31.9% | +86.2% | +56.7% |
| All | +54.3% | -34.0% | +88.3% | +56.7% |
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