+31.1%
SOLS vs SHAK
-32.6%
+63.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.5% | +4.5% | -1.1% |
| 7D | +3.7% | -7.2% | +10.9% | +4.7% |
| 30D | +5.0% | -11.8% | +16.8% | +6.7% |
| 3M | -21.1% | +17.2% | -38.3% | -23.6% |
| 6M | -14.2% | -34.1% | +20.0% | -8.5% |
| YTD | +30.6% | -22.4% | +53.0% | +36.4% |
| All | +31.1% | -32.6% | +63.7% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling