+35.2%
PFE vs PSKY
-76.1%
+111.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.3% | +0.4% |
| 7D | -4.3% | -6.8% | +2.6% | -3.7% |
| 30D | +2.7% | +10.2% | -7.5% | +1.9% |
| 3M | +10.0% | +0.3% | +9.7% | +9.9% |
| 6M | +7.2% | -7.8% | +14.9% | +7.5% |
| YTD | +17.3% | -23.0% | +40.3% | +19.1% |
| 1Y | +20.3% | -31.6% | +52.0% | +22.8% |
| 3Y | -1.6% | -21.3% | +19.7% | -3.2% |
| 5Y | -21.4% | -71.5% | +50.1% | -17.4% |
| 10Y | +35.2% | -75.6% | +110.9% | +31.9% |
| All | +35.2% | -76.1% | +111.3% | +31.9% |
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