+277.4%
SMH vs PSKY
-20.6%
+298.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.5% |
| 7D | +1.4% | -6.0% | +7.4% | +1.7% |
| 30D | -2.2% | +10.7% | -12.9% | -2.7% |
| 3M | -1.9% | +1.2% | -3.0% | -2.0% |
| 6M | +41.0% | +1.5% | +39.5% | +40.6% |
| YTD | +55.6% | -21.8% | +77.3% | +56.8% |
| 1Y | +86.8% | -30.2% | +117.0% | +88.8% |
| All | +277.4% | -20.6% | +298.0% | +264.8% |
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