+376.3%
AMD vs PSLV
+153.7%
+222.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.2% |
| 7D | +10.0% | +2.7% | +7.4% | +8.9% |
| 30D | +4.6% | +3.5% | +1.2% | +3.0% |
| 3M | +3.1% | +0.3% | +2.9% | +2.6% |
| 6M | +162.8% | -21.0% | +183.8% | +181.6% |
| YTD | +136.2% | -8.9% | +145.1% | +128.8% |
| 1Y | +234.0% | +54.0% | +180.1% | +158.1% |
| 3Y | +376.7% | +175.4% | +201.3% | +191.1% |
| 5Y | +376.3% | +157.7% | +218.7% | +176.6% |
| All | +376.3% | +153.7% | +222.6% | +176.6% |
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