+122.7%
PLTU vs SHAK
-53.7%
+176.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.7% | +3.0% |
| 7D | -0.8% | -7.2% | +6.4% | +3.7% |
| 30D | -8.8% | -11.8% | +3.0% | -2.1% |
| 3M | +41.7% | +17.2% | +24.5% | +27.5% |
| 6M | -9.3% | -34.1% | +24.9% | +6.7% |
| YTD | -35.2% | -22.4% | -12.9% | -34.5% |
| 1Y | -29.5% | -35.9% | +6.4% | -17.2% |
| All | +122.7% | -53.7% | +176.4% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling