+353.6%
DRI vs PSKY
-76.1%
+429.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.7% | -0.5% |
| 7D | -4.8% | -6.8% | +2.0% | -3.4% |
| 30D | -3.9% | +10.2% | -14.2% | -6.1% |
| 3M | +5.1% | +0.3% | +4.8% | +4.6% |
| 6M | +5.5% | -7.8% | +13.3% | +6.1% |
| YTD | +16.5% | -23.0% | +39.4% | +20.8% |
| 1Y | +2.0% | -31.6% | +33.6% | +7.1% |
| 3Y | +54.5% | -21.3% | +75.8% | +43.2% |
| 5Y | +66.6% | -71.5% | +138.1% | +99.6% |
| 10Y | +353.6% | -75.6% | +429.3% | +200.2% |
| All | +353.6% | -76.1% | +429.7% | +200.2% |
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