-87.7%
ADVB vs PSLV
+95.6%
-183.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.8% |
| 7D | -14.0% | +2.7% | -16.7% | -13.9% |
| 30D | +41.0% | +3.5% | +37.5% | +40.9% |
| 3M | +127.9% | +0.3% | +127.6% | +127.7% |
| 6M | +101.3% | -21.0% | +122.4% | +101.0% |
| YTD | +53.8% | -8.9% | +62.7% | +43.5% |
| 1Y | +4.4% | +54.0% | -49.5% | +1.0% |
| All | -87.7% | +95.6% | -183.3% | -88.1% |
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 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