+19.7%
TECH vs SHAK
-21.2%
+41.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.2% |
| 7D | +0.1% | +8.3% | -8.3% | -0.6% |
| 30D | +0.2% | +16.7% | -16.5% | -1.1% |
| 3M | +1.0% | +10.0% | -9.0% | 0.0% |
| 6M | +33.3% | -23.8% | +57.1% | +33.5% |
| YTD | +24.2% | -10.3% | +34.5% | +21.6% |
| 1Y | +19.7% | -22.9% | +42.6% | +25.3% |
| All | +19.7% | -21.2% | +41.0% | +25.3% |
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