-44.5%
APP vs PSLV
+50.0%
-94.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.3% | +8.4% | +4.8% |
| 7D | +0.3% | -4.9% | +5.2% | +1.7% |
| 30D | -1.3% | -1.9% | +0.6% | -1.2% |
| 3M | -36.2% | +4.2% | -40.4% | -37.5% |
| 6M | -34.1% | -27.6% | -6.5% | -28.3% |
| YTD | -53.3% | -11.7% | -41.7% | -50.0% |
| 1Y | -44.5% | +49.3% | -93.9% | -42.9% |
| All | -44.5% | +50.0% | -94.5% | -42.9% |
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