+183.9%
SNDU vs SHAK
-30.3%
+214.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.2% | -9.6% | -9.7% |
| 7D | -21.3% | -8.5% | -12.8% | -18.6% |
| 30D | -15.7% | -15.1% | -0.6% | -10.0% |
| 3M | -62.9% | +9.1% | -72.0% | -65.4% |
| 6M | +153.3% | -26.9% | +180.3% | +157.7% |
| All | +183.9% | -30.3% | +214.2% | +188.3% |
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