+1,228.2%
WDC vs PSKY
-75.1%
+1,303.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.8% |
| 7D | +4.4% | -6.0% | +10.4% | +5.8% |
| 30D | +5.3% | +10.7% | -5.4% | +2.7% |
| 3M | -5.9% | +1.2% | -7.1% | -7.0% |
| 6M | +73.2% | +1.5% | +71.8% | +70.2% |
| YTD | +167.8% | -21.8% | +189.6% | +176.0% |
| 1Y | +386.0% | -30.2% | +416.2% | +406.3% |
| 3Y | +1,309.7% | -20.1% | +1,329.8% | +1,179.9% |
| 5Y | +957.1% | -70.5% | +1,027.6% | +1,164.7% |
| All | +1,228.2% | -75.1% | +1,303.3% | +1,174.3% |
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 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