+72.4%
UBER vs SHAK
+6.5%
+66.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -2.4% |
| 7D | -5.4% | -8.3% | +2.9% | -2.4% |
| 30D | -4.9% | -12.6% | +7.7% | -0.2% |
| 3M | +3.0% | +9.1% | -6.1% | -1.6% |
| 6M | -4.4% | -31.2% | +26.8% | +5.0% |
| YTD | -12.3% | -21.6% | +9.3% | -9.3% |
| 1Y | -24.3% | -38.8% | +14.5% | -14.4% |
| 3Y | +46.4% | +0.6% | +45.8% | +18.9% |
| 5Y | +79.7% | -22.5% | +102.2% | +53.8% |
| All | +72.4% | +6.5% | +66.0% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling