+406.7%
BNY vs PSKY
-74.6%
+481.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.3% |
| 7D | -1.3% | -2.4% | +1.1% | -0.9% |
| 30D | -0.2% | +11.6% | -11.7% | -2.1% |
| 3M | +14.9% | +1.5% | +13.4% | +14.3% |
| 6M | +40.0% | +7.7% | +32.3% | +37.2% |
| YTD | +42.0% | -20.1% | +62.1% | +45.5% |
| 1Y | +56.9% | -38.3% | +95.1% | +67.2% |
| 3Y | +289.9% | -17.7% | +307.6% | +269.5% |
| 5Y | +259.2% | -69.9% | +329.1% | +307.4% |
| All | +406.7% | -74.6% | +481.3% | +339.4% |
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