+27.5%
SOLS vs SHAK
-31.9%
+59.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.5% |
| 7D | -3.5% | -8.3% | +4.8% | -2.4% |
| 30D | -1.0% | -12.6% | +11.7% | +0.7% |
| 3M | -24.1% | +9.1% | -33.2% | -25.6% |
| 6M | -18.0% | -31.2% | +13.3% | -13.1% |
| YTD | +27.1% | -21.6% | +48.6% | +32.5% |
| All | +27.5% | -31.9% | +59.4% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling