+1,728.6%
QLD vs SHAK
+77.6%
+1,650.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +2.0% |
| 7D | +1.9% | -7.2% | +9.1% | +4.8% |
| 30D | -1.8% | -11.8% | +10.0% | +2.9% |
| 3M | -0.1% | +17.2% | -17.3% | -7.8% |
| 6M | +32.6% | -34.1% | +66.7% | +48.8% |
| YTD | +27.9% | -22.4% | +50.3% | +33.0% |
| 1Y | +40.3% | -35.9% | +76.2% | +56.6% |
| 3Y | +182.5% | -3.4% | +185.8% | +147.1% |
| 5Y | +122.5% | -25.4% | +147.9% | +105.6% |
| 10Y | +1,728.6% | +83.4% | +1,645.1% | +975.1% |
| All | +1,728.6% | +77.6% | +1,650.9% | +975.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling