-47.1%
PLTU vs SHAK
-21.2%
-25.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.8% | -8.3% | -5.6% |
| 7D | -24.5% | +8.3% | -32.9% | -26.4% |
| 30D | -20.2% | +16.7% | -36.9% | -24.0% |
| 3M | +3.1% | +10.0% | -6.9% | -0.6% |
| 6M | +8.7% | -23.8% | +32.6% | +9.3% |
| YTD | -36.2% | -10.3% | -26.0% | -41.8% |
| 1Y | -47.1% | -22.9% | -24.2% | -41.6% |
| All | -47.1% | -21.2% | -25.9% | -41.6% |
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