+283.3%
PAAS vs SHAK
+54.6%
+228.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.7% |
| 7D | -7.0% | +4.1% | -11.1% | -7.6% |
| 30D | -15.3% | +2.3% | -17.6% | -15.6% |
| 3M | -27.7% | -0.2% | -27.5% | -27.9% |
| 6M | -40.5% | +10.1% | -50.5% | -41.6% |
| YTD | -26.5% | -10.5% | -16.1% | -26.6% |
| 1Y | -0.8% | -22.4% | +21.6% | +0.9% |
| 3Y | +196.9% | +32.1% | +164.9% | +172.7% |
| 5Y | +49.2% | -14.0% | +63.1% | +40.6% |
| 10Y | +199.4% | +92.7% | +106.6% | +147.9% |
| All | +283.3% | +54.6% | +228.7% | +224.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling