+271.5%
RMD vs PSKY
-74.6%
+346.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.8% |
| 7D | -4.4% | -2.4% | -2.0% | -4.2% |
| 30D | -3.1% | +11.6% | -14.7% | -4.1% |
| 3M | +13.8% | +1.5% | +12.2% | +13.5% |
| 6M | -8.6% | +7.7% | -16.3% | -9.5% |
| YTD | -8.6% | -20.1% | +11.5% | -7.4% |
| 1Y | -19.7% | -38.3% | +18.6% | -16.9% |
| 3Y | +48.4% | -17.7% | +66.1% | +45.0% |
| 5Y | -22.7% | -69.9% | +47.2% | -18.2% |
| All | +271.5% | -74.6% | +346.1% | +237.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling