+226.8%
SOXX vs PSKY
-18.9%
+245.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.3% | +1.7% |
| 7D | +1.4% | -2.4% | +3.8% | +1.5% |
| 30D | -3.6% | +11.6% | -15.2% | -4.3% |
| 3M | -10.2% | +1.5% | -11.7% | -10.3% |
| 6M | +54.2% | +7.7% | +46.5% | +53.1% |
| YTD | +75.2% | -20.1% | +95.3% | +77.1% |
| 1Y | +107.5% | -38.3% | +145.8% | +113.2% |
| 3Y | +226.8% | -17.7% | +244.5% | +214.7% |
| All | +226.8% | -18.9% | +245.7% | +214.7% |
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 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