+56.6%
PAYC vs SHAK
-32.1%
+88.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -2.3% |
| 7D | -8.7% | -7.2% | -1.5% | -9.4% |
| 30D | +1.2% | -11.8% | +13.0% | -0.1% |
| 3M | +58.6% | +17.2% | +41.4% | +60.8% |
| 6M | +56.6% | -34.1% | +90.8% | +42.1% |
| All | +56.6% | -32.1% | +88.8% | +42.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling