+1,271.8%
URI vs PSKY
-76.1%
+1,347.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +2.8% |
| 7D | +5.0% | -6.8% | +11.8% | +7.0% |
| 30D | -9.4% | +10.2% | -19.7% | -12.0% |
| 3M | -5.8% | +0.3% | -6.1% | -6.5% |
| 6M | +25.8% | -7.8% | +33.6% | +26.5% |
| YTD | +27.9% | -23.0% | +50.9% | +33.4% |
| 1Y | +9.7% | -31.6% | +41.4% | +16.2% |
| 3Y | +128.0% | -21.3% | +149.3% | +109.4% |
| 5Y | +212.4% | -71.5% | +283.9% | +289.7% |
| 10Y | +1,271.8% | -75.6% | +1,347.5% | +1,094.6% |
| All | +1,271.8% | -76.1% | +1,347.9% | +1,094.6% |
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