+86.2%
SU vs SHAK
-21.2%
+107.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.8% | -8.3% | -4.2% |
| 7D | -7.1% | +8.3% | -15.4% | -6.6% |
| 30D | +4.8% | +16.7% | -11.9% | +5.9% |
| 3M | +12.5% | +10.0% | +2.5% | +13.6% |
| 6M | +6.5% | -23.8% | +30.3% | +7.3% |
| YTD | +65.8% | -10.3% | +76.1% | +67.5% |
| 1Y | +86.2% | -22.9% | +109.0% | +90.0% |
| All | +86.2% | -21.2% | +107.4% | +90.0% |
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