+991.6%
WDC vs PSKY
-71.8%
+1,063.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +1.8% |
| 7D | +7.5% | -6.8% | +14.3% | +8.5% |
| 30D | +10.1% | +10.2% | -0.2% | +8.5% |
| 3M | -6.8% | +0.3% | -7.1% | -7.2% |
| 6M | +84.1% | -7.8% | +91.9% | +84.8% |
| YTD | +180.3% | -23.0% | +203.2% | +187.5% |
| 1Y | +411.1% | -31.6% | +442.7% | +429.0% |
| 3Y | +1,375.0% | -21.3% | +1,396.3% | +1,282.5% |
| 5Y | +991.6% | -71.5% | +1,063.0% | +1,290.9% |
| All | +991.6% | -71.8% | +1,063.4% | +1,290.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling