+51.8%
BEN vs PSKY
-75.1%
+126.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.7% |
| 7D | +0.3% | -6.0% | +6.3% | +1.6% |
| 30D | +0.9% | +10.7% | -9.8% | -1.4% |
| 3M | +9.2% | +1.2% | +8.0% | +8.5% |
| 6M | +36.8% | +1.5% | +35.3% | +35.1% |
| YTD | +44.4% | -21.8% | +66.2% | +49.4% |
| 1Y | +45.8% | -30.2% | +76.0% | +52.6% |
| 3Y | +52.5% | -20.1% | +72.6% | +44.0% |
| 5Y | +37.7% | -70.5% | +108.2% | +60.5% |
| All | +51.8% | -75.1% | +126.9% | +46.7% |
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