+126.3%
PAAS vs SHAK
-25.9%
+152.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.5% | +10.2% | +4.9% |
| 7D | +2.6% | -7.2% | +9.8% | +4.0% |
| 30D | +2.5% | -11.8% | +14.3% | +4.8% |
| 3M | +15.1% | +17.2% | -2.1% | +11.4% |
| 6M | -12.1% | -34.1% | +22.1% | -6.8% |
| YTD | +3.1% | -22.4% | +25.4% | +5.6% |
| 1Y | +50.8% | -35.9% | +86.8% | +59.7% |
| 3Y | +259.5% | -3.4% | +262.9% | +230.9% |
| 5Y | +126.3% | -25.4% | +151.7% | +98.0% |
| All | +126.3% | -25.9% | +152.2% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling