+1,694.6%
WELL vs PSKY
-63.1%
+1,757.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.9% | +1.2% |
| 7D | +4.2% | -24.6% | +28.7% | +9.9% |
| 30D | +0.3% | -36.1% | +36.4% | +9.8% |
| 3M | +10.2% | -37.1% | +47.3% | +18.3% |
| 6M | +10.3% | -40.5% | +50.8% | +19.7% |
| YTD | +27.9% | -47.7% | +75.6% | +41.0% |
| 1Y | +38.5% | -58.4% | +96.8% | +60.3% |
| 3Y | +190.7% | -40.7% | +231.3% | +178.0% |
| 5Y | +214.7% | -80.0% | +294.8% | +280.8% |
| 10Y | +382.8% | -84.4% | +467.2% | +426.7% |
| All | +1,694.6% | -63.1% | +1,757.6% | +1,013.0% |
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 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