+213.4%
WPM vs PSKY
-78.1%
+291.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.6% | +1.2% |
| 7D | -3.2% | -24.6% | +21.3% | -0.9% |
| 30D | -10.3% | -36.1% | +25.8% | -6.8% |
| 3M | +25.1% | -54.8% | +79.9% | +30.6% |
| 6M | +25.1% | -54.8% | +79.9% | +30.6% |
| YTD | +25.1% | -54.8% | +79.9% | +30.6% |
| 1Y | +18.7% | -58.4% | +77.1% | +24.8% |
| 3Y | +221.6% | -40.7% | +262.3% | +221.5% |
| All | +213.4% | -78.1% | +291.5% | +229.0% |
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 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