+279.8%
GEN vs PSKY
-63.1%
+342.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.2% | -1.7% |
| 7D | +3.9% | -24.6% | +28.5% | +9.2% |
| 30D | -23.1% | -36.1% | +13.1% | -15.9% |
| 3M | -6.5% | -53.8% | +47.4% | +4.4% |
| 6M | -6.5% | -53.8% | +47.4% | +4.4% |
| YTD | -6.5% | -53.8% | +47.4% | +4.4% |
| 1Y | -6.9% | -58.4% | +51.4% | +6.2% |
| 3Y | +46.4% | -40.7% | +87.1% | +43.1% |
| 5Y | +6.0% | -80.0% | +86.0% | +26.8% |
| 10Y | +109.0% | -84.4% | +193.4% | +133.3% |
| All | +279.8% | -63.1% | +342.9% | +183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling