+381.9%
GEN vs PSKY
-42.2%
+424.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.5% | -1.8% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | +10.1% | +24.0% | -13.8% | +5.2% |
| 3M | +16.1% | +2.2% | +13.9% | +15.2% |
| 6M | +38.9% | -9.0% | +47.8% | +40.7% |
| YTD | +14.4% | -18.1% | +32.6% | +17.7% |
| 1Y | +5.9% | -25.1% | +31.0% | +9.6% |
| 3Y | +58.8% | -16.3% | +75.1% | +49.4% |
| 5Y | +24.7% | -70.4% | +95.0% | +42.0% |
| 10Y | +163.1% | -74.2% | +237.2% | +170.7% |
| All | +381.9% | -42.2% | +424.1% | +237.6% |
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