Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LII vs PSKY✓SelectedUSD · PSKYLII vs PSKY performance historyLatest closeAs of-1.37%09/08
Stock and ETF performance explorer

LII vs PSKY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+167.2%
PSKY return
-74.5%
Excess return
+241.7%
Maximum drawdown
-46.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioPSKYExcessAlpha
1D-1.4%-0.6%-0.8%-1.3%
7D+2.1%+2.4%-0.3%+1.7%
30D-12.4%+17.5%-29.9%-14.6%
3M-24.8%+4.4%-29.2%-25.5%
6M-25.2%-9.0%-16.1%-24.7%
YTD-20.3%-18.6%-1.7%-18.7%
1Y-32.9%-27.7%-5.2%-31.1%
3Y+2.0%-16.9%+18.9%-2.3%
5Y+24.4%-70.3%+94.7%+37.3%
10Y+167.2%-74.9%+242.2%+145.9%
All+167.2%-74.5%+241.7%+145.9%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling