+2.6%
AVTR vs PSKY
-74.0%
+76.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | -2.0% | -6.0% | +3.9% | -1.2% |
| 30D | +8.1% | +10.7% | -2.6% | +6.5% |
| 3M | +54.2% | +1.2% | +53.0% | +53.5% |
| 6M | +82.6% | +1.5% | +81.1% | +81.3% |
| YTD | +29.8% | -21.8% | +51.6% | +33.2% |
| 1Y | +18.0% | -30.2% | +48.2% | +22.1% |
| 3Y | -26.4% | -20.1% | -6.4% | -28.9% |
| 5Y | -64.8% | -70.5% | +5.7% | -61.2% |
| All | +2.6% | -74.0% | +76.7% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling