+215.4%
PAAS vs SHAK
+81.5%
+133.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -3.9% |
| 7D | -3.7% | -11.0% | +7.3% | -1.9% |
| 30D | -1.9% | -14.0% | +12.2% | +0.6% |
| 3M | +15.1% | +13.3% | +1.8% | +12.5% |
| 6M | -17.1% | -35.3% | +18.2% | -12.4% |
| YTD | -1.3% | -24.0% | +22.7% | +1.3% |
| 1Y | +41.1% | -36.7% | +77.8% | +48.8% |
| 3Y | +244.2% | -5.4% | +249.6% | +227.2% |
| 5Y | +120.8% | -24.9% | +145.7% | +109.3% |
| All | +215.4% | +81.5% | +133.9% | +171.0% |
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