+252.0%
PAAS vs SHAK
-3.6%
+255.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.5% | +10.2% | +4.9% |
| 7D | +2.6% | -7.2% | +9.8% | +3.9% |
| 30D | +2.5% | -11.8% | +14.3% | +4.7% |
| 3M | +15.1% | +17.2% | -2.1% | +11.8% |
| 6M | -12.1% | -34.1% | +22.1% | -7.2% |
| YTD | +3.1% | -22.4% | +25.4% | +5.4% |
| 1Y | +50.8% | -35.9% | +86.8% | +59.1% |
| All | +252.0% | -3.6% | +255.6% | +195.0% |
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 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