-25.1%
PSKY vs HRB
+1.1%
-26.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.4% |
| 7D | -0.2% | -5.7% | +5.5% | +0.2% |
| 30D | +24.0% | +7.9% | +16.1% | +23.0% |
| 3M | +2.2% | +32.1% | -30.0% | -0.1% |
| 6M | -9.0% | +62.2% | -71.2% | -11.8% |
| YTD | -18.1% | +16.4% | -34.5% | -16.8% |
| 1Y | -25.1% | -0.3% | -24.8% | -17.7% |
| All | -25.1% | +1.1% | -26.2% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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