+127.8%
AAPL vs PSLV
+154.2%
-26.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | +3.8% | -3.5% | +7.3% | +4.2% |
| 30D | +9.9% | -2.1% | +12.1% | +10.0% |
| 3M | +12.5% | -1.6% | +14.1% | +12.3% |
| 6M | +27.6% | -25.5% | +53.1% | +30.5% |
| YTD | +22.6% | -11.4% | +34.0% | +20.1% |
| 1Y | +45.0% | +48.6% | -3.6% | +29.7% |
| 3Y | +87.8% | +166.9% | -79.1% | +52.1% |
| All | +127.8% | +154.2% | -26.5% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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