-13.8%
AXP vs PSKY
-53.5%
+39.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.7% | -0.3% |
| 7D | +1.8% | -24.6% | +26.3% | +0.6% |
| 30D | -4.0% | -36.1% | +32.1% | -6.2% |
| 3M | -0.2% | -37.1% | +36.9% | -2.0% |
| 6M | -3.2% | -40.5% | +37.4% | -5.1% |
| YTD | -14.3% | -47.7% | +33.4% | -16.7% |
| All | -13.8% | -53.5% | +39.7% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling