+302.0%
TRV vs PSKY
-74.6%
+376.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.8% |
| 7D | +1.9% | -2.4% | +4.3% | +2.2% |
| 30D | +1.7% | +11.6% | -9.9% | +0.3% |
| 3M | +23.9% | +1.5% | +22.4% | +23.4% |
| 6M | +26.3% | +7.7% | +18.6% | +24.4% |
| YTD | +30.8% | -20.1% | +50.9% | +33.1% |
| 1Y | +36.3% | -38.3% | +74.6% | +42.7% |
| 3Y | +145.0% | -17.7% | +162.8% | +136.2% |
| 5Y | +163.9% | -69.9% | +233.8% | +190.8% |
| All | +302.0% | -74.6% | +376.6% | +265.9% |
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