+104.4%
GEN vs PSKY
-85.2%
+189.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.2% | -2.2% |
| 7D | +3.9% | -24.6% | +28.5% | +6.6% |
| 30D | -23.1% | -36.1% | +13.1% | -19.4% |
| 3M | +8.9% | -36.0% | +44.9% | +12.9% |
| 6M | +23.3% | -40.5% | +63.9% | +29.0% |
| YTD | -9.8% | -47.7% | +37.9% | -4.8% |
| 1Y | -6.9% | -58.4% | +51.4% | +0.6% |
| 3Y | +46.4% | -40.7% | +87.1% | +45.8% |
| 5Y | +6.0% | -80.0% | +86.0% | +17.6% |
| All | +104.4% | -85.2% | +189.6% | +126.9% |
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