+213.9%
PAAS vs SHAK
+36.5%
+177.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.2% | -1.2% |
| 7D | -5.2% | +3.0% | -8.2% | -5.7% |
| 30D | -13.9% | +8.2% | -22.2% | -15.1% |
| 3M | -23.8% | +4.6% | -28.3% | -24.5% |
| 6M | -36.4% | +16.3% | -52.8% | -38.4% |
| YTD | -23.4% | -7.6% | -15.8% | -24.0% |
| 1Y | +5.6% | -18.7% | +24.4% | +6.8% |
| All | +213.9% | +36.5% | +177.4% | +159.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling