+148.6%
TE vs SHAK
-34.0%
+182.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -4.0% | -0.7% | -3.3% | -4.0% |
| 30D | -15.9% | -6.6% | -9.3% | -15.8% |
| 3M | -60.5% | +30.1% | -90.6% | -61.1% |
| 6M | -35.2% | -28.7% | -6.5% | -30.1% |
| YTD | -31.1% | -14.5% | -16.6% | -27.5% |
| 1Y | +148.6% | -31.9% | +180.5% | +179.6% |
| All | +148.6% | -34.0% | +182.7% | +179.6% |
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