-40.7%
SHAK vs BUD
+33.7%
-74.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -11.0% | -3.2% | -7.8% | -9.5% |
| 30D | -14.0% | -3.7% | -10.4% | -12.4% |
| 3M | +13.3% | -4.4% | +17.7% | +15.4% |
| 6M | -35.3% | +7.7% | -43.1% | -37.5% |
| YTD | -24.0% | +23.1% | -47.0% | -33.2% |
| All | -40.7% | +33.7% | -74.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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