-70.3%
PSKY vs IBB
+20.0%
-90.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +1.0% |
| 7D | +2.4% | -1.7% | +4.0% | +3.6% |
| 30D | +17.5% | +4.9% | +12.7% | +13.4% |
| 3M | +4.4% | +24.2% | -19.8% | -11.2% |
| 6M | -9.0% | +23.8% | -32.9% | -22.9% |
| YTD | -18.6% | +23.0% | -41.6% | -30.8% |
| 1Y | -27.7% | +46.2% | -73.9% | -46.3% |
| 3Y | -16.9% | +64.8% | -81.7% | -45.1% |
| 5Y | -70.3% | +20.9% | -91.2% | -78.3% |
| All | -70.3% | +20.0% | -90.3% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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