+1,227.8%
BE vs PSKY
-71.8%
+1,299.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.4% | +2.5% | -1.4% |
| 7D | +23.9% | -6.8% | +30.8% | +26.3% |
| 30D | +27.8% | +10.2% | +17.6% | +24.3% |
| 3M | +3.7% | +0.3% | +3.4% | +3.0% |
| 6M | +78.0% | -7.8% | +85.7% | +79.4% |
| YTD | +209.9% | -23.0% | +232.9% | +223.2% |
| 1Y | +389.6% | -31.6% | +421.2% | +418.5% |
| 3Y | +1,730.6% | -21.3% | +1,751.9% | +1,573.4% |
| 5Y | +1,227.8% | -71.5% | +1,299.3% | +1,983.3% |
| All | +1,227.8% | -71.8% | +1,299.7% | +1,983.3% |
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