+48.8%
PAYC vs SHAK
-21.2%
+70.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.8% | -1.9% | +2.1% |
| 7D | +2.0% | +8.3% | -6.3% | +2.3% |
| 30D | +18.8% | +16.7% | +2.1% | +19.4% |
| 3M | +53.2% | +10.0% | +43.3% | +53.1% |
| 6M | +103.7% | -23.8% | +127.5% | +95.7% |
| YTD | +69.5% | -10.3% | +79.8% | +57.0% |
| 1Y | +48.8% | -22.9% | +71.7% | +49.4% |
| All | +48.8% | -21.2% | +70.0% | +49.4% |
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