+26.7%
Q vs SHAK
-25.4%
+52.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.5% | +1.7% |
| 7D | +0.2% | -0.7% | +0.9% | +0.4% |
| 30D | -11.1% | -6.6% | -4.5% | -10.0% |
| 3M | -22.1% | +30.1% | -52.2% | -27.5% |
| 6M | +0.5% | -28.7% | +29.2% | +9.6% |
| YTD | +47.8% | -14.5% | +62.3% | +52.3% |
| All | +26.7% | -25.4% | +52.2% | +40.6% |
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