-77.0%
ADVB vs PSLV
+7.9%
-84.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.0% | -10.5% | -4.8% |
| 7D | -29.5% | -2.6% | -26.9% | -29.4% |
| 30D | -66.9% | -14.2% | -52.7% | -66.7% |
| 3M | -73.7% | -12.2% | -61.5% | -73.8% |
| 6M | -64.8% | -28.1% | -36.7% | -64.6% |
| YTD | -64.0% | -28.2% | -35.8% | -72.8% |
| 1Y | -77.0% | +9.1% | -86.1% | -87.1% |
| All | -77.0% | +7.9% | -84.9% | -87.1% |
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