+12.9%
HAS vs PSKY
-70.3%
+83.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.3% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | +2.3% | +24.0% | -21.7% | -0.9% |
| 3M | +10.4% | +2.2% | +8.2% | +9.8% |
| 6M | -3.2% | -9.0% | +5.7% | -2.5% |
| YTD | +15.4% | -18.1% | +33.6% | +17.6% |
| 1Y | +18.8% | -25.1% | +43.9% | +21.6% |
| 3Y | +43.9% | -16.3% | +60.3% | +37.4% |
| All | +12.9% | -70.3% | +83.3% | +26.2% |
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 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