+476.4%
BHP vs PSKY
-74.6%
+551.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.6% |
| 7D | -3.6% | -2.4% | -1.2% | -3.3% |
| 30D | -1.2% | +11.6% | -12.8% | -3.2% |
| 3M | +1.2% | +1.5% | -0.3% | +0.6% |
| 6M | +21.4% | +7.7% | +13.7% | +19.2% |
| YTD | +50.4% | -20.1% | +70.5% | +54.3% |
| 1Y | +67.5% | -38.3% | +105.8% | +78.4% |
| 3Y | +72.8% | -17.7% | +90.6% | +64.8% |
| 5Y | +112.6% | -69.9% | +182.5% | +139.5% |
| All | +476.4% | -74.6% | +551.0% | +398.0% |
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