+19.1%
PSIL vs SPY
+9.9%
+9.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.6% |
| 7D | -7.7% | -2.7% | -5.0% | -4.5% |
| 30D | -8.4% | -5.4% | -3.0% | -2.0% |
| 3M | -22.7% | -4.1% | -18.6% | -18.8% |
| 6M | -6.3% | +0.7% | -7.0% | -7.9% |
| YTD | +12.9% | +8.7% | +4.3% | -1.7% |
| 1Y | +19.1% | +10.9% | +8.2% | -0.5% |
| All | +19.1% | +9.9% | +9.2% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling