+149.6%
GEN vs PSKY
-75.5%
+225.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | +0.5% |
| 7D | -2.9% | -6.8% | +3.9% | -2.1% |
| 30D | +2.1% | +10.2% | -8.2% | +0.8% |
| 3M | +19.7% | +0.3% | +19.4% | +19.5% |
| 6M | +33.3% | -7.8% | +41.0% | +34.1% |
| YTD | +11.1% | -23.0% | +34.1% | +13.7% |
| 1Y | +3.0% | -31.6% | +34.6% | +6.2% |
| 3Y | +57.9% | -21.3% | +79.2% | +54.5% |
| 5Y | +20.6% | -71.5% | +92.1% | +30.0% |
| All | +149.6% | -75.5% | +225.1% | +178.2% |
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