+1,312.4%
URI vs SHAK
+59.5%
+1,252.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.2% | -4.4% | -2.1% |
| 7D | +6.7% | +4.3% | +2.4% | +5.5% |
| 30D | +8.9% | +9.0% | -0.2% | +6.2% |
| 3M | +0.5% | +1.8% | -1.3% | -0.5% |
| 6M | +20.7% | +17.3% | +3.3% | +13.5% |
| YTD | +40.0% | -7.6% | +47.7% | +37.2% |
| 1Y | +34.4% | -16.9% | +51.3% | +35.4% |
| 3Y | +149.5% | +35.1% | +114.4% | +108.0% |
| 5Y | +205.6% | -11.3% | +216.8% | +173.3% |
| 10Y | +1,183.1% | +98.8% | +1,084.3% | +752.2% |
| All | +1,312.4% | +59.5% | +1,252.9% | +831.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling