+269.4%
CDW vs PSKY
-76.1%
+345.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.9% | -0.6% |
| 7D | -4.2% | -6.8% | +2.6% | -3.2% |
| 30D | +4.9% | +10.2% | -5.4% | +3.3% |
| 3M | +7.3% | +0.3% | +7.0% | +7.0% |
| 6M | +19.2% | -7.8% | +26.9% | +19.9% |
| YTD | +6.2% | -23.0% | +29.2% | +9.2% |
| 1Y | -14.0% | -31.6% | +17.6% | -10.8% |
| 3Y | -30.0% | -21.3% | -8.7% | -32.6% |
| 5Y | -23.6% | -71.5% | +47.9% | -14.1% |
| 10Y | +269.4% | -75.6% | +345.0% | +233.8% |
| All | +269.4% | -76.1% | +345.5% | +233.8% |
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