+3,148.6%
V vs PSKY
-54.7%
+3,203.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.5% | +1.7% |
| 7D | +4.5% | -24.6% | +29.0% | +9.5% |
| 30D | +7.3% | -36.1% | +43.4% | +16.1% |
| 3M | +26.8% | -37.1% | +63.9% | +34.7% |
| 6M | +28.3% | -40.5% | +68.8% | +37.6% |
| YTD | +15.5% | -47.7% | +63.2% | +25.9% |
| 1Y | +21.0% | -58.4% | +79.4% | +37.4% |
| 3Y | +71.6% | -40.7% | +112.3% | +65.3% |
| 5Y | +81.0% | -80.0% | +161.1% | +115.4% |
| 10Y | +424.0% | -84.4% | +508.4% | +463.3% |
| All | +3,148.6% | -54.7% | +3,203.3% | +2,646.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling