+149.7%
XBI vs PSKY
-74.6%
+224.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.8% |
| 7D | -4.6% | -2.4% | -2.3% | -4.2% |
| 30D | -2.0% | +11.6% | -13.6% | -4.1% |
| 3M | +17.8% | +1.5% | +16.3% | +17.1% |
| 6M | +23.7% | +7.7% | +16.0% | +21.1% |
| YTD | +28.2% | -20.1% | +48.3% | +31.8% |
| 1Y | +64.0% | -38.3% | +102.2% | +75.7% |
| 3Y | +99.4% | -17.7% | +117.1% | +89.5% |
| 5Y | +19.3% | -69.9% | +89.2% | +36.1% |
| All | +149.7% | -74.6% | +224.3% | +167.4% |
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