+116.3%
PLTU vs SHAK
-53.2%
+169.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | -0.3% |
| 7D | -8.1% | -8.3% | +0.1% | -3.5% |
| 30D | -7.0% | -12.6% | +5.6% | +0.4% |
| 3M | +40.0% | +9.1% | +30.9% | +31.6% |
| 6M | -6.0% | -31.2% | +25.3% | +7.0% |
| YTD | -37.1% | -21.6% | -15.5% | -36.7% |
| 1Y | -33.1% | -38.8% | +5.6% | -17.0% |
| All | +116.3% | -53.2% | +169.5% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling