+489.2%
VALE vs PSKY
-74.6%
+563.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.7% |
| 7D | -0.3% | -2.4% | +2.1% | +0.2% |
| 30D | +8.6% | +11.6% | -2.9% | +6.2% |
| 3M | +2.0% | +1.5% | +0.4% | +1.3% |
| 6M | +2.1% | +7.7% | -5.6% | -0.1% |
| YTD | +20.2% | -20.1% | +40.3% | +23.5% |
| 1Y | +55.2% | -38.3% | +93.4% | +66.6% |
| 3Y | +45.9% | -17.7% | +63.6% | +36.8% |
| 5Y | +41.4% | -69.9% | +111.3% | +63.0% |
| All | +489.2% | -74.6% | +563.8% | +435.0% |
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