-8.6%
PATH vs SHAK
-16.7%
+8.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.3% | -7.5% | -0.5% |
| 7D | -2.7% | +6.5% | -9.2% | -3.0% |
| 30D | -3.7% | +15.3% | -19.0% | -4.4% |
| 3M | -13.8% | +8.5% | -22.2% | -14.4% |
| 6M | +20.3% | +10.0% | +10.3% | +17.9% |
| YTD | -20.8% | -5.0% | -15.9% | -20.3% |
| All | -8.6% | -16.7% | +8.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling