+44.2%
ORCL vs PSKY
-78.6%
+122.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.8% | +0.2% | -3.6% |
| 7D | -9.3% | -24.6% | +15.2% | -3.8% |
| 30D | -11.1% | -36.1% | +25.0% | -2.5% |
| 3M | -48.1% | -53.4% | +5.3% | -35.7% |
| 6M | -48.1% | -53.4% | +5.3% | -35.7% |
| YTD | -48.1% | -53.4% | +5.3% | -35.7% |
| 1Y | -58.5% | -58.4% | -0.1% | -48.3% |
| 3Y | +22.2% | -40.7% | +62.9% | +43.6% |
| All | +44.2% | -78.6% | +122.8% | +87.9% |
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 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