+113.8%
SYY vs PSKY
-74.6%
+188.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.7% |
| 7D | +3.9% | -2.4% | +6.3% | +4.3% |
| 30D | -1.7% | +11.6% | -13.3% | -3.8% |
| 3M | +5.2% | +1.5% | +3.6% | +4.5% |
| 6M | -0.2% | +7.7% | -7.9% | -2.4% |
| YTD | +15.4% | -20.1% | +35.5% | +18.3% |
| 1Y | +5.6% | -38.3% | +43.9% | +12.7% |
| 3Y | +28.9% | -17.7% | +46.6% | +21.7% |
| 5Y | +24.1% | -69.9% | +94.0% | +42.0% |
| All | +113.8% | -74.6% | +188.4% | +74.1% |
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