+313.2%
WMB vs PSKY
-76.1%
+389.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | 0.0% |
| 7D | 0.0% | -6.8% | +6.8% | +1.1% |
| 30D | +4.6% | +10.2% | -5.7% | +2.9% |
| 3M | +5.7% | +0.3% | +5.5% | +5.3% |
| 6M | +4.2% | -7.8% | +12.0% | +4.6% |
| YTD | +26.8% | -23.0% | +49.8% | +30.4% |
| 1Y | +34.7% | -31.6% | +66.3% | +39.9% |
| 3Y | +146.8% | -21.3% | +168.1% | +135.4% |
| 5Y | +285.0% | -71.5% | +356.5% | +339.7% |
| 10Y | +313.2% | -75.6% | +388.8% | +230.9% |
| All | +313.2% | -76.1% | +389.3% | +230.9% |
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 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