-55.3%
PODD vs SHAK
-22.8%
-32.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.2% | -2.8% |
| 7D | -10.5% | -8.3% | -2.2% | -8.7% |
| 30D | -9.0% | -12.6% | +3.6% | -6.2% |
| 3M | -11.5% | +9.1% | -20.7% | -14.9% |
| 6M | -44.7% | -31.2% | -13.5% | -41.8% |
| YTD | -53.6% | -21.6% | -32.0% | -53.2% |
| 1Y | -61.0% | -38.8% | -22.2% | -57.9% |
| 3Y | -24.7% | +0.6% | -25.3% | -36.6% |
| All | -55.3% | -22.8% | -32.5% | -62.0% |
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