-2.7%
SMCI vs SHAK
-34.0%
+31.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +6.8% | -0.7% | +7.5% | +6.9% |
| 30D | +30.6% | -6.6% | +37.2% | +32.2% |
| 3M | -15.6% | +30.1% | -45.6% | -20.6% |
| 6M | +21.3% | -28.7% | +50.0% | +30.7% |
| YTD | +35.3% | -14.5% | +49.8% | +40.6% |
| 1Y | -2.7% | -31.9% | +29.1% | +5.0% |
| All | -2.7% | -34.0% | +31.3% | +5.0% |
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 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