+274.8%
SHNY price history and return analytics
+87.0%
+187.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -3.7% |
| 7D | -9.7% | -2.0% | -7.7% | -7.7% |
| 30D | -6.5% | -1.4% | -5.1% | -4.8% |
| 3M | +7.6% | +4.7% | +2.9% | +3.7% |
| 6M | -53.5% | +11.4% | -64.8% | -56.7% |
| YTD | -29.5% | +13.1% | -42.6% | -34.4% |
| 1Y | +3.8% | +19.0% | -15.2% | -5.7% |
| 3Y | +277.1% | +73.9% | +203.2% | +200.9% |
| All | +274.8% | +87.0% | +187.9% | +228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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