+54.4%
BEN vs PSKY
-21.8%
+76.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.8% | -1.0% |
| 7D | +3.4% | -6.8% | +10.2% | +4.1% |
| 30D | +1.8% | +10.2% | -8.5% | +0.7% |
| 3M | +8.4% | +0.3% | +8.1% | +8.2% |
| 6M | +35.6% | -7.8% | +43.4% | +36.2% |
| YTD | +46.4% | -23.0% | +69.3% | +49.4% |
| 1Y | +46.3% | -31.6% | +78.0% | +50.4% |
| All | +54.4% | -21.8% | +76.3% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling