+19.2%
ACWI vs PSLV
+50.0%
-30.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.5% | -0.3% |
| 7D | -1.9% | -4.9% | +2.9% | -1.5% |
| 30D | -1.3% | -1.9% | +0.6% | -1.2% |
| 3M | +5.0% | +4.2% | +0.8% | +4.3% |
| 6M | +11.7% | -27.6% | +39.3% | +13.8% |
| YTD | +13.0% | -11.7% | +24.6% | +12.5% |
| 1Y | +19.2% | +49.3% | -30.1% | +12.1% |
| All | +19.2% | +50.0% | -30.7% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling