+109.7%
HAL vs PSKY
-70.7%
+180.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | +0.5% | +2.4% | -1.9% | +0.2% |
| 30D | +15.9% | +17.5% | -1.6% | +13.7% |
| 3M | -8.7% | +4.4% | -13.2% | -9.3% |
| 6M | +9.0% | -9.0% | +18.1% | +9.7% |
| YTD | +32.0% | -18.6% | +50.6% | +34.2% |
| 1Y | +72.5% | -27.7% | +100.2% | +76.8% |
| 3Y | -4.5% | -16.9% | +12.3% | -8.1% |
| 5Y | +109.7% | -70.3% | +179.9% | +170.0% |
| All | +109.7% | -70.7% | +180.4% | +170.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling