-76.9%
PLTD vs SHAK
-54.1%
-22.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.5% | +6.9% | -1.5% |
| 7D | -0.9% | -7.2% | +6.3% | -2.9% |
| 30D | +1.3% | -11.8% | +13.1% | -2.1% |
| 3M | -32.9% | +17.2% | -50.0% | -28.7% |
| 6M | -24.9% | -34.1% | +9.3% | -31.4% |
| YTD | -18.2% | -22.4% | +4.1% | -19.1% |
| 1Y | -28.7% | -35.9% | +7.2% | -35.1% |
| All | -76.9% | -54.1% | -22.8% | -78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling