-2.4%
PAYC vs SHAK
-34.9%
+32.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.8% | +1.4% |
| 7D | -5.5% | -8.3% | +2.8% | -5.7% |
| 30D | +3.8% | -12.6% | +16.4% | +3.5% |
| 3M | +65.8% | +9.1% | +56.7% | +64.6% |
| 6M | +68.7% | -31.2% | +99.9% | +61.8% |
| YTD | +38.3% | -21.6% | +59.9% | +28.1% |
| 1Y | -2.4% | -38.8% | +36.4% | -0.6% |
| All | -2.4% | -34.9% | +32.5% | -0.6% |
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