+10.7%
TQQQ vs SHAK
-23.1%
+33.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +2.1% |
| 7D | -14.0% | +8.3% | -22.3% | -15.4% |
| 30D | -25.1% | +16.7% | -41.8% | -27.5% |
| 3M | -16.7% | +10.0% | -26.6% | -18.6% |
| 6M | -3.7% | -23.8% | +20.1% | +1.8% |
| YTD | +18.8% | -10.3% | +29.0% | +18.8% |
| All | +10.7% | -23.1% | +33.8% | +25.9% |
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