+40.1%
SN vs SHAK
-37.3%
+77.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.5% |
| 7D | -7.2% | -11.0% | +3.8% | -4.5% |
| 30D | -13.4% | -14.0% | +0.7% | -10.2% |
| 3M | +26.8% | +13.3% | +13.5% | +23.3% |
| 6M | +44.6% | -35.3% | +79.9% | +54.2% |
| YTD | +45.3% | -24.0% | +69.3% | +52.3% |
| 1Y | +40.1% | -36.7% | +76.8% | +48.6% |
| All | +40.1% | -37.3% | +77.4% | +48.6% |
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