-75.1%
PSKY vs WU
-39.1%
-36.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | -2.4% | -3.5% | +1.1% | -0.8% |
| 30D | +11.6% | -2.9% | +14.5% | +13.0% |
| 3M | +1.5% | -2.3% | +3.8% | +0.3% |
| 6M | +7.7% | -25.4% | +33.1% | +20.6% |
| YTD | -20.1% | -21.2% | +1.1% | -13.5% |
| 1Y | -38.3% | -8.9% | -29.4% | -38.9% |
| 3Y | -17.7% | -29.0% | +11.2% | -10.3% |
| 5Y | -69.9% | -50.7% | -19.1% | -60.4% |
| All | -75.1% | -39.1% | -36.0% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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