+135.3%
PSX vs PSKY
-21.8%
+157.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.0% |
| 7D | +1.8% | -6.8% | +8.7% | +2.3% |
| 30D | +21.6% | +10.2% | +11.4% | +20.8% |
| 3M | +46.5% | +0.3% | +46.2% | +46.3% |
| 6M | +62.0% | -7.8% | +69.8% | +62.6% |
| YTD | +106.3% | -23.0% | +129.3% | +109.9% |
| 1Y | +103.0% | -31.6% | +134.6% | +107.7% |
| All | +135.3% | -21.8% | +157.2% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 3y: compounded portfolio wealth divided by compounded PSKY 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…
3y analysis · Full analysis span regression · 6 months rolling