+711.1%
AVGO vs PSKY
-71.8%
+782.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.2% | -0.7% |
| 7D | -0.8% | -6.8% | +6.1% | -0.2% |
| 30D | -13.7% | +10.2% | -24.0% | -14.5% |
| 3M | -6.9% | +0.3% | -7.2% | -7.2% |
| 6M | +5.8% | -7.8% | +13.5% | +6.1% |
| YTD | +5.7% | -23.0% | +28.6% | +7.4% |
| 1Y | +9.0% | -31.6% | +40.7% | +11.3% |
| 3Y | +340.5% | -21.3% | +361.8% | +325.2% |
| 5Y | +711.1% | -71.5% | +782.5% | +834.3% |
| All | +711.1% | -71.8% | +782.9% | +834.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 5y: compounded portfolio wealth divided by compounded PSKY 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…
5y analysis · Full analysis span regression · 6 months rolling