-76.4%
PLTD vs SHAK
-55.1%
-21.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.3% | +1.6% |
| 7D | +9.9% | -11.0% | +20.9% | +6.3% |
| 30D | +3.8% | -14.0% | +17.8% | -0.4% |
| 3M | -32.3% | +13.3% | -45.5% | -28.8% |
| 6M | -25.9% | -35.3% | +9.5% | -32.6% |
| YTD | -16.4% | -24.0% | +7.6% | -17.7% |
| 1Y | -25.2% | -36.7% | +11.6% | -31.9% |
| All | -76.4% | -55.1% | -21.3% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling