+252.5%
PSIX vs SPY
+315.0%
-62.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.4% | -6.0% | -5.3% |
| 7D | -18.5% | +0.1% | -18.6% | -18.7% |
| 30D | -24.7% | -3.3% | -21.3% | -22.7% |
| 3M | -7.6% | -2.4% | -5.2% | -5.6% |
| 6M | -50.3% | +2.6% | -52.9% | -50.5% |
| YTD | -34.0% | +11.2% | -45.2% | -36.9% |
| 1Y | -42.6% | +13.4% | -56.0% | -45.5% |
| 3Y | +1,200.7% | +79.9% | +1,120.8% | +987.2% |
| 5Y | +808.9% | +72.2% | +736.7% | +665.9% |
| 10Y | +252.5% | +307.3% | -54.8% | +227.5% |
| All | +252.5% | +315.0% | -62.5% | +227.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling