+58.1%
GEN vs PSKY
-12.8%
+70.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.7% |
| 7D | -0.7% | +2.4% | -3.1% | -0.9% |
| 30D | +2.6% | +17.5% | -14.9% | +1.2% |
| 3M | +15.8% | +4.4% | +11.3% | +15.2% |
| 6M | +33.1% | -9.0% | +42.2% | +33.7% |
| YTD | +11.3% | -18.6% | +29.9% | +12.4% |
| 1Y | +1.7% | -27.7% | +29.4% | +3.2% |
| 3Y | +58.1% | -16.9% | +75.0% | +51.3% |
| All | +58.1% | -12.8% | +70.9% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling