+553.0%
SCHD vs PSKY
-42.7%
+595.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.4% | -0.1% |
| 7D | -2.6% | -6.8% | +4.2% | -1.6% |
| 30D | -0.3% | +10.2% | -10.5% | -1.8% |
| 3M | +6.1% | +0.3% | +5.8% | +5.8% |
| 6M | +11.7% | -7.8% | +19.5% | +12.3% |
| YTD | +26.3% | -23.0% | +49.3% | +29.8% |
| 1Y | +28.8% | -31.6% | +60.4% | +33.5% |
| 3Y | +55.0% | -21.3% | +76.4% | +49.3% |
| 5Y | +60.0% | -71.5% | +131.5% | +78.8% |
| 10Y | +243.1% | -75.6% | +318.8% | +237.8% |
| All | +553.0% | -42.7% | +595.7% | +353.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling