+43.4%
SMH vs SHAK
-21.2%
+64.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.8% | -6.6% | -3.0% |
| 7D | -11.2% | +8.3% | -19.5% | -11.8% |
| 30D | -20.4% | +16.7% | -37.1% | -21.5% |
| 3M | -12.4% | +10.0% | -22.4% | -13.3% |
| 6M | -0.5% | -23.8% | +23.3% | +4.1% |
| YTD | +40.0% | -10.3% | +50.3% | +42.0% |
| 1Y | +43.4% | -22.9% | +66.3% | +54.4% |
| All | +43.4% | -21.2% | +64.6% | +54.4% |
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